Tax Planning and Tax Resolution

 

COVID-19 Stimulus & Tax Planning
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Tax Resolution

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COVID-19 & Tax Planning

Reduce Taxes
Taxes represent one of the largest annual expenses for business and individuals in the United States.  While often just accepted, a do-nothing approach to tax planning causes taxpayers to lose thousands of their hard-earned dollars every year.  Our tax planning focuses on identifying the right combination of tax saving strategies for your situation.
Our 6D Tax Planning Process
 
  1. Discovery – Understand your current situation & define personal / business goals.
  2. Design – Evaluate all tax strategies that could provide tax savings to initially design your plan.
  3. Develop – Further refine plan to identify the key strategies based on tax savings / return compared to cost.
  4. Delivery – Complete documented tax plan.  Include the top strategies to implement immediately and additional strategies for further future savings.
  5. Deploy – List of action items to deploy the top strategies.  At your discretion we can help with the deployment.
  6. Determine – Yearly review to determine if there any tax law changes and / or additional tax strategies you can implement for further savings.
COVID-19 Stimulus Planning
Alot is happing quickly but the $2 Trillion Stimulus Package is close to being law and finally help for businesses is on its way.   
 
The Law covers the following; 
 
  1. Forgivable Loans – For Salary, Payroll, Payroll Tax or Contrators.
  2. Emergency Grant – Up to $10,000 advance within 3 days of applying.
  3. Withdraw Retirement Without Tax Penalty – Waiver of 10% Early withdraw up to $100,000.
  4. Disaster Loans 
  5. Defer Payroll Taxes Sec 2201.
  6. Recovery Rebates
  7. Cash for Net Operating Losses in prior years
  8. Employee Retention Credits
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Tax Resolution

If The IRS or State is Requesting Payment, We Can Help

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Alittle About US

We Care

We do not want you to struggle with Taxes & Wealth Planning. Our Mission is help you lower your taxes and build your wealth.

We LOVE what we do

We might just be complete number geeks but we truly love what we do. We also pride ourselves on providing SUPERIOR client service as our standard.

Proud Memberships

  • CFP Board (Certified Financial Planner Board)
  • National Association of Enrolled Agents (NAEA)
  • American Society of Tax Problem Solvers (ASTPS)
C Board

Candidate for CFP® Certification.

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Asset 2-100
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How it Works

Introduction Meeting  – 30 min introduction call to discuss your situation and assess your tax savings opportunities

01

Discover

  1. Understand your current situation.
  2. Clearly define your goals.

02

Develop & Integrate

  1. Develop your Tax Strategies.
  2. Guide you in creation of Your Wealth Plan.
  3. Integrate your plans together.

03

Implement

  1. Implement Your Tax & Wealth Plan Together.
  2. Monitor your plan for updates