Tax Strategy & Preparation

What makes us different from other CPA firms?

We’ve made it our focus to study the US Tax Code to find the legal tax strategies for business owners, professionals, and retirees.
Don’t get us wrong, accurate Tax Preparation is a must. We are really good at it. Most CPAs believe they have done their job by completing your tax return. Are you frustrated by your CPA?

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Tax Strategy Process

We help clients understand and transform their processes, technology, and resourcing models and, when appropriate, offer global cosourcing and outsourcing capabilities.

Fact Finding

We ask the imperative questions to learn the facts about your business and personal information from an income tax perspective.

Analysis

We match the facts of your situation to the US Tax Code to identify all the legal tax strategies available to you.

Strategize

We present you with our findings and collaborate to determine which strategies make the most sense for you.

Implementation

We work with you to implement all the selected strategies, so you can reap the benefits of your plan.

Cost of Services

We believe transparency on how we get paid is paramount for a long-term, mutually beneficial relationship.

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1. Billing for Tax Preparation

We will provide you with an estimated price based on our hourly rate and the time required to prepare your return.

2. Consulting & Research

We bill at our hourly rate for only the time it takes to do the research or complete the task.

3. Tax Strategy Report

  • We perform an analysis and prepare a report that matches your situation to the tax code so that you know all of the strategies to which you are legally entitled.
  • We help you select the strategies with the highest value for you.
  • We help you implement the strategies you select.

Let us maximize your tax savings, so you keep more of your hard-earned money.

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