If you want to save tax dollars, we need to first establish a starting point. Here, we review a copy of your personal income tax return to determine your most optimal areas for you to save in.
Now that we have reviewed your tax return, we provide you with a tax report. This report is comprehensive and lists tax saving strategies that you qualify to take advantage of.
At this point, we design a custom plan to suit your short and long term goals. With that plan in place, we work at your side to maintain and make adjustments to it as necessary.
Our three step methodology works because it takes a holistic approach to your business. Since we focus on taxation and the IRS, we know the ins and outs of what is needed to strengthen your business and situation. We have seen the bumps that come up along the way and are ready to get you over them and to the next level.