Tax Preparation
& Tax Strategy
Choose a concern on the wheel and take the quiz Right Now.
Tax Preparation
& Tax Strategy
Choose a concern on the wheel and
take the quiz Right Now.
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?
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?
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.
Tax Strategy Process
We help clients understand and transform their processes, technology, and resourcing models and, when appropriate, offer global co-sourcing 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.
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 – Flat Fee
• 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.
• Risk-Free Guarantee: We won't charge you if we don't find you tax savings!
Cost of Services
We believe transparency on how we get paid is paramount for a long-term, mutually beneficial relationship.
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 – Flat Fee
• 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.
• Risk-Free Guarantee: We won't charge you if we don't find you tax savings!
Let us maximize your tax savings, so you keep more of your hard-earned money.
Let us maximize your tax savings, so you keep more of your hard-earned money.
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