Tax Strategy Implementation

tax-strategy

We are continually searching for ways to minimize your taxes. This allows us to bring you strategies throughout the year, not just at tax time. With Tax Advisory Services we will provide Quarterly consulting to be sure you are paying the least amount possible.

We will cover - Deductions, Legal Entity Structure, Retirement, Insurance, Loopholes, Tax Cuts, Jobs Act updates, New Tax Policies, etc!


A Certified Tax Strategist Helps to Minimize the Tax Burden and Save Your Taxes


Most small business owners dread tax season. It stings to work hard all year long to give the IRS a sizable portion of your income and profits, but there are solutions! A tax strategist CPA might reduce your discomfort in accounting. We aren’t your typical tax counseling business. We receive specialized training as Certified Tax Strategists in addition to the fundamental instruction needed, and we can develop a unique tax plan that will save you thousands of dollars.


Beyond what a standard Certified Public Accountant or Enrolled Agent learns to earn credentials, the tax training needed to become a Certified Tax Strategist (CTS) is extensive. The American Institute of Certified Tax Coaches (AICTC) provides advanced tax planning skills to certified tax strategists, which are proactive rather than reactive. Their unique skill set is particularly beneficial in lowering taxes for high-net-worth individuals, entrepreneurs, and successful small business owners. Their education goes beyond compliance and focuses on finding tax breaks and opportunities that most tax experts cannot.


Why do Work with A Certified Tax Strategist?


When was the last time your CPA approached you with a suggestion for a tax-saving strategy? How can you lessen your tax liability and keep more of your income? Not all CPAs and accountants have a strong understanding of tax planning techniques. Most are concerned with compliance and lack the expertise to sift through the tax legislation to discover their clients the tax savings they are due. A more qualified tax expert is the first step toward a better tax return.


Working with a Certified Tax Strategist like Russell Barnett, EA, and CTS is a good idea if you operate a small business or make $250,000 or more annually. Here’s why:


• Tax Laws Are Difficult

The United States tax code is currently over 67,000 pages long with new revisions and legislation bringing changes all the time. Unless you make it your business to know the current tax laws inside and out, how you will identify the best tax reduction strategies?

• Tax strategists have extensive experience with proactive tax planning

Our Certified Tax Strategist status and specific training enable us to prevent our clients from paying unnecessary taxes, saving them thousands of dollars each year. The typical CPA, Tax accountant, or even an Enrolled Agent may easily overlook tax credits and deductions that we may locate. We are skilled at utilizing morally and legally acceptable tax loopholes to save our clients as much money as possible on their taxes.


Preparing For Your Business Success