Tax Planning

Proactive Tax Planning

Many CPAs are dedicated to accurately preparing tax returns and ensuring compliance, focusing on putting the right numbers in the right boxes. However, there’s a significant distinction between tax preparation and proactive tax planning. Effective tax planning involves a collaborative team of professionals who dig deep into the IRS tax code, seeking every legal deduction and opportunity to help minimize income taxes, estate taxes, and capital gains taxes.

Tax Strategies to Move Your Business Forward

CFOs, tax directors and business owners come to Tax and Retirement Specialists for much more than tax compliance. While we excel by ensuring you meet regulatory requirements, both domestic and global, that just scratches the surface of what our tax advisory team does. Whether you're looking to improve profitability, grow your business or implement a succession plan, we see proactive planning as a key strategic tool — as nothing less than a vital means of moving your company forward.

Remember, we work for you not for the IRS. Many of our clients save many times the fee in reduced tax liability through careful planning and legitimate tax strategies.

If you'd like to receive more information about our Tax Planning Service, please contact us now to setup a free consultation.