Huntersville, NC CPA / Tax, Accounting & Business Consulting / Smart Tax Moves

Are you paying too much tax?

When was the last time your CPA came to you with a creative idea to save you thousands of dollars in taxes?

The problem with most CPA’s is that they focus on preparing tax returns and not on developing tax strategies. The traditional CPA business model only grows by preparing more and more tax returns which in turn means less and less service to each client. In the end, those CPA’s only fill out tax forms and offer no proactive advice on how to minimize their client’s tax bill.

Our business model is completely different. We specialize in small business tax strategies that typically save clients over $30,000 every year, although any size business will benefit from our services. We start with a comprehensive tax plan that encompasses all aspects of your life and business then follow through with implementing your unique tax plan to ensure you achieve all projected savings. As you probably know, the IRS requires you to jump through hoops at certain times of the year to qualify for various tax benefits. We monitor compliance with your tax plan and will perform all the necessary actions on your behalf throughout the year to ensure you realize your maximum tax savings.

We want you to Keep More of What You Earn!

Strategy Development Services

We offer personal tax strategy development services that reduce your overall tax burden substantially and save you thousands of dollars every year. We also implement these strategies for you and monitor your compliance with required IRS criteria throughout the year to ensure you qualify for these strategies on a continuous basis.

We will develop tailored tax strategies for you and your business, assist you with executing the action plan to successfully implement the strategies, and follow through with preparing your annual returns. In addition, by becoming a client, we will be available for consultation throughout the year and we will monitor the changes in tax laws that affect you. We will notify you of any tax law changes that impact your strategies and modify your tax plan accordingly. You will also receive a monthly newsletter detailing specific transactions and events to consider for your business.

How We Work

Following your initial consultation, you will receive an Analysis and Recommendation Summary describing potential strategies and savings that may be right for your particular situation. The Analysis and Recommendation Summary will also provide estimated costs to implement the strategies. After reviewing the analysis and deciding to go forward with an initial review, a $400 commitment fee is required to continue developing a detailed comprehensive tax plan tailored for you individually. We will deliver a preliminary plan to you confirming strategies that apply to you and show you exactly how much you will save by implementing these strategies. That way you can see how much value we offer you prior to engaging our services. We will deliver a comprehensive tax plan detailing each strategy supported with IRS Tax Code, related tax savings, and action items required to implement the strategy. After reviewing your plan and choosing to go forward, we will perform all the action items required to successfully implement your tax plan and achieve your tax savings.

What does it cost?

Our services cost $5,000 (which is only $2,500 after-tax benefits) and we guarantee at least a 200% return on your investment or it is free! So you have nothing to lose and everything to gain. Imagine what you would do with an extra $30,000 in your pocket every year. The question isn't whether you can afford this service, the question is can you afford not to have this service. Get a competitive advantage over your competition by implementing the optimum business structure for you and Keep More of What You Earn!

Click HERE to see our Special Pricing for Preparing Your Tax Returns Don't Stress over taxes. Click HERE to see our Special Pricing for Preparing Your Tax Returns!