Did You Pay Over Six Figures in Taxes Last Year?
Taxes are your biggest business expense, but most business owners have no idea what to do. With a proactive strategy, you can cut your liability in half.
You’ve heard how the wealthy pay a lower effective tax rate than most Americans. But did you know all it takes to reduce your tax liability is an advisor who understands how to build a proactive, tax-efficient, and IRS-compliant strategy?
Click below to schedule a brief call to see if you qualify for a no-cost, no-obligation tax assessment that will show you how to keep and grow your wealth.
Your CPA Has One Job:
File Your Taxes. Not Reduce Them.
Your CPA is trained in one thing: compliance.
Your CPA’s job is to react to the information you provide them and ensure that it is documented and filed correctly. This role is essential, but it’s a defensive role that leaves your money on the table for the IRS to collect. If you’re like most people, you probably only meet with your CPA one or two times a year. How can you expect to capitalize on the tax code changes in this limited interaction?
Our goal is to reduce your effective tax rate to under 20%. If you want to reduce your tax burden by that much, you need offense.
You need someone who is proactive rather than reactive. That means taking a step back to review your entire financial picture – executive compensation, business structures, real estate holdings, investments – to build a holistic tax mitigation plan that recaptures, maximizes, and preserves your wealth with tax efficiency as a primary goal.
The ultra-wealthy employ armies of specialists to minimize their tax burden. But all you need is the right tax advisory team that ensures you capture every legal advantage given your specific objectives.
Has Your CPA Informed You About The Common Mistakes That Will Bloat Your Tax Liability?
Have you fallen victim to some of the following basic traps that can inflate your tax bill?
- Paying yourself a W-2 salary that’s higher than necessary, resulting in excessive payroll taxes (S-Corp owners).
- Failing to skillfully harvest tax losses to offset capital gains.
- Investing only in stocks, rather than in alternative investments, like real estate, that offer depreciation, which can offset income.
- Investing in brokerage accounts rather than tax-advantaged accounts, resulting in your investment gains being partially handed to the IRS.
- Not taking advantage of R&D credits or QBI deductions to offset business income.
- Treating taxes as a once-a-year event that lets the IRS quietly take more of your earnings instead of a proactive strategy.
Your taxes may be filed each year to the letter, but the result of the above omissions and dozens more like them is that you are needlessly increasing your effective tax rate and drastically overpaying your taxes.
The Highly-Effective Tax-Saving Tactics Your CPA Isn’t Telling You About
Overcoming the above oversights is not about exploiting exclusive loopholes or gimmicks. The following tax-saving tactics are available to almost every business owner paying excessive taxes.
Entity Structure: Structure your business in a way to maximize your earnings, minimize your tax liability, and reduce taxes on exiting.
Charitable giving and donor-advised funds: Strategically give, whether it be cash or shares of stock, to reduce your taxable income.
Compensation: Pay yourself strategically to keep your fair share of earnings and lower your tax burden.
Investment strategy: Build a tax-efficient investment plan that maximizes retirement savings, reduces taxable income, and harvests tax losses.
Alternative investments: By investing in real estate and other alternative investments, you can lower your tax burden while still generating income.
Cost segregation: If you invest in real estate, cost segregation studies can accelerate depreciation and help you reduce your tax burden dramatically.
We can help you identify your biggest areas of opportunity and implement the above and more in a comprehensive tax reduction strategy.
Who Can Benefit From This Tax Strategy Assessment
If you are a business owner or earn more than $400,000 per year, and:
- Paid $100,000 or more in taxes last year
- Want to recapture more of the wealth you earn
- Want to lower your tax burden while maximizing tax efficiency
- Want to leverage the same tactics the ultra-wealthy use
Then we will provide a road map and specific strategic plan to lower your taxes while staying within IRS guidelines.
The 3-Step Wealth Recapture Process
We take a three-pronged approach to level the playing field while still playing by the IRS’s rules.
Tax mitigation: Minimize your current tax burden through smarter income and entity structure.
Tax-Efficiency: Optimize future savings with tax-advantaged investments.
Wealth Recapture: Reclaim lost wealth and let it compound tax-free.
Are You Ready to Reduce Your Tax Burden? Start With a Free Introductory Call to See if You Can Benefit
Schedule an intro call | 15 minutes
On the call, we will briefly review your tax history, entity structure, asset mix, and income. Our goal for this call is to determine if we can find substantial tax savings for you. If there is alignment, we will schedule a 45-minute call with one of our Enrolled Agents.
Receive a free tax evaluation | 45 minutes
Our small business tax strategies will ask pointed questions aimed at identifying “low-hanging” opportunities to implement for immediate savings. The goal is to understand your situation and your primary objectives to craft a custom plan. They will also gather specific information needed to provide a detailed analysis of the opportunities for further discussion.
Review your wealth recapture blueprint | 45 minutes
Then, we will present a customized tax strategy and implementation plan based on the information you provided. At this point, you can take that information back to your tax advisory team, or we can discuss how to implement the plan through our group.
no-cost
no-obligation tax assessment
See if you can benefit
After 30+ Years Working With Business Owners and High W-2 Earners, This One Thing Is Constant.
If you’re like most people we’ve worked with, you work hard – too hard to be leaving money on the table for the IRS to collect.
For 30 years, we’ve helped business owners like you manage risk and build strong financial foundations. We partner with leading tax-advisory firms nationwide to help business owners uncover missed opportunities and recapture their wealth.
Click below to request your no-cost evaluation. We’ll reach out with a short intake form to get started. Most business owners are missing out on tax strategies that could save them $50,000 or more, making this the most ROI-positive use of your time.
no-cost
no-obligation tax assessment
See if you qualify
Frequently Asked Questions
Is this really free?
In just 15 minutes, we can determine whether you qualify. After a full review, we typically uncover 3–4 missed tax-saving opportunities.
My situation is unique; how do I know this will work for me?
While every situation is unique, we’ve found that the opportunities and principles available to business owners within the tax codes are remarkably consistent. That said, the approach we take is anything but cookie-cutter. You will receive personalized advice tailored to your financial situation and tax history.
If I want to implement my tax plan, what is the next step?
If, after receiving your presentation and tax assessment, you wish to continue, then you can move to the next phase of implementing your tax strategy. There is no obligation to continue after your presentation or any costs associated with the presentation.
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Pay Over
$100,000
In Taxes?
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