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No problem! If you already have a go-to CPA or Accountant you can still benefit from our services. Our strategic tax planning services seamlessly complement your existing team. You can choose to engage us for tax preparation, benefiting from our comprehensive approach, or take our strategic tax plan to your trusted professional for filing. It's all about flexibility and ensuring your financial strategy aligns with your preferences.

Our approach is comprehensive, encompassing various strategies and their combinations. From deductions, legal entity optimization, and retirement planning to insurance considerations, loopholes, and staying current with legislation like TCJA, FFCRA, and CARES – we cover it all. Importantly, our industry-leading technology ensures a thorough examination, combining human expertise with advanced tools to leave no opportunity for tax savings unexplored.

While most CPAs and Accountants primarily focus on tax preparation during tax season, our Tax Advisory services take a different approach. We actively engage in strategic tax planning throughout the year, not just during tax season. While ensuring compliance, CPAs and tax preparers may miss opportunities for tax savings, but we challenge that norm. Our business-first approach seeks every opportunity for tax savings, ensuring a proactive and strategic plan aligned with your long-term goals. So, while they ensure compliance, we optimize your financial strategy for comprehensive and ongoing success.

Choosing us means having more than just number crunchers; we're your financial allies, dedicated to making your tax journey personalized and stress-free. We go beyond compliance, offering hands-on CFO-level guidance and leveraging cutting-edge tech to uncover every possible deduction. Our goal is simple: save you money. Imagine having a tax plan that's like a tailored suit for your business—unique, strategic, and designed for your goals. We're not just about numbers; we're about crafting a tax strategy that makes your financial world a bit more manageable and a lot less taxing.

We exclusively provide tax preparation and filing services for businesses for which we've created a strategic tax plan. We don't offer standalone tax preparation services but ensure a comprehensive approach by integrating tax planning with our preparation services for optimal results. If you already work with a CPA, you can choose to take our strategic tax plan to them for the preparation and filing of your tax returns.

Tax preparation is about accurately filing your tax returns to meet compliance requirements. It's the necessary paperwork to fulfill your tax obligations. On the other hand, tax planning is a proactive, year-round strategy aimed at minimizing your tax liability. It involves analyzing your finances to find opportunities for deductions and credits, aligning your decisions with long-term goals to save you money. In essence, preparation ensures compliance, while planning focuses on optimizing your tax outcomes and financial strategy.