Tax Planning

Would You Like to Shrink Your Yearly Tax Burden?
Our Proprietary Plan Will Minimize Your IRS Liability.

Our tax planning professionals focus on mastering the nuances of complex tax law and high-level strategies designed for business owners earning $600,000 or more.

We do this because we know that tax planning is the key to meaningful savings. By implementing strategic tax reduction techniques throughout the year, we help you keep more of what you earn and position your wealth for long-term growth.

Our clients pay the least amount of taxes allowable by law because we look deeper for opportunities that most CPA firms overlook.

Let us help you with your tax planning, too!

Smart, Strategic Ways to Reduce Your Taxes

Did you know, for instance, that you can…

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Reposition income among family members or entities to take advantage of lower tax brackets.
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Time income and expenses strategically across tax years to maximize rate advantages.
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Defer or offset taxable income through advanced investment and partnership structures.
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Integrate charitable giving and asset contributions to achieve both personal and tax-efficient outcomes.
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Leverage business ownership to create legitimate deductions and credits that reduce taxable income.

Advanced Tax Strategies We Use

For clients with higher income levels (particularly business owners) we integrate advanced tax reduction methods, such as:

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Equipment Leasing Programs

We help you create a dedicated LLC to lease equipment and leverage 100% write-offs under current law.

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Fee Simple Charitable Deductions

Donating certain ownership rights of property to a qualified charity, which allows for significant deductions while supporting meaningful causes.
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GFX Trading Partnerships

You join a partnership that trades foreign currency. The partnership’s losses are allocated to you, which can offset high business income or large capital gains. Some of your investment remains in an account you can access later.
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Discount DNA Harmony Gift Card Donations

You purchase discounted gift cards for donation to a qualified charity. Because it’s treated as a cash donation, the deduction limit is higher.
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Solar Equity Leasing

You and (optionally) your spouse form an LLC that invests in commercial solar panels. You receive both federal tax credits and depreciation benefits. The income from leasing the panels helps pay down the project cost, and part of the investment can be financed with favorable terms.

These tax planning strategies can help you:

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Reduce taxes on business and investment income so your wealth grows faster.
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Keep more of what you make each year by minimizing your taxable income.
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Use the tax code to your advantage, rather than reacting to it each April.
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Support charitable causes while gaining significant tax benefits.
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Build a retirement and legacy plan designed around keeping more in your hands, not the government’s.

When you become our client, you are paying for a tax planning service that will pay you back. Most of our clients experience tax burden relief, as well as time saved and peace of mind. Our fees are often paid back through the reduced tax liability you will enjoy as part of our planning and legitimate tax savings strategies.

Let’s Build Your Tax Strategy

If you’re a successful business owner or high-income earner who’s ready to explore what’s truly possible with the right plan, let’s start with our complimentary comparison analysis. We’ll show you the true dollar impact of your tax position with and without our proactive tax reduction strategies.

Get My Complimentary Comparison Analysis

Let Us Help:

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Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!