Liberate yourself from the burden of being overtaxed. While accurate tax preparation is important, the key to reducing your annual tax bill lies in careful tax planning. Our tax planning approach goes beyond industry standards and is our core differentiation. The result: you retain more assets to invest and grow.
Multi-generational tax planning is key to preserving wealth. Carefully designed estates and trusts will escape high taxes, leaving more wealth with family members. International tax laws are beautifully complex and present many tax planning opportunities. We identify unique opportunities for every client to minimize global tax liability.
Multi-generational tax planning is key to preserving wealth. Carefully designed estates and trusts will escape high taxes, leaving more wealth with family members. International tax laws are beautifully complex and present many tax planning opportunities. We identify unique opportunities for every client to minimize global tax liability.
Services
About Us
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We take a methodical, proactive approach from our first visit with you. The first step is to assess your current and projected tax circumstances, because without measurement, lasting improvements cannot be made. We follow a 3-step process 1. Discovery, 2. Recommendations, and 3. Implementation to ensure tax compliance and maximize tax planning opportunities.
Individual
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Taxes are your single largest annual expense. With proper planning, tax savings can be redirected to investments, significantly increasing your net worth over time. This initial phase involves a comprehensive analysis of your current and future tax situation. First, we review your current tax documents and analyze future projections.
Business Tax Planning
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Business taxes are responsible for taking a large portion of your business profits, reducing cash flow to the business and its owners. Our firm's model is focused to implement strategies that minimize that tax bill. In this initial phase, we meet with you to learn more about your business model, your sources and uses of cash, and long-term growth strategies.
Business Consulting
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In this transformative age, business owners are challenged in how they can achieve maximum value for their organization. Our team challenges assumptions and helps create strategies for our clients to grow revenue and improve profitability. Identifying important aspects of business to focus on, our clients are able to have their finger on the pulse of their business to take timely advantage of opportunities.
Business Accounting
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Accounting is a foundational necessity for businesses of all sizes, and their best consultant. The importance of an effective accounting system cannot be overstated. Accounting reports provide you with information you need for your daily needs to run your business effectively. They also give you information upon which to make key strategic decisions, such as which products or services provide the highest margins, and which the lowest.
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