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we are on a mission
Having an accountant keep score of how much you paid in taxes is not good enough. Our mission is to be the coach that helps you plan proactively to succeed and not overpay on your taxes.
Personal & Business Tax Preparation
Are you overpaying in taxes and don't know what to do about it? Our clients are brilliant in their craft, but they don't get thrilled chasing the ever changing landscape of the tax laws.
Tax & Financial Planning
Life changes quickly, and having a coach guide you through the twists and turns is a must. Whether you are evaluating selling rental real estate, buying a book of business, changing payroll providers, or looking at the strategies to save your tax liability, we are there to navigate these objectives.
Estate & Legacy Planning
Money is emotional, it is tied to our relationships and can leave tremendous pain or peace in the way we remember our loved ones. We coordinate directly with either your existing attorney, or one of our recommended attorneys, to build a cohesive estate plan.
Entity & Business Planning
There is a lot to stay up on for business owners. Corporate Transparency Act requirements, whether to elect your LLC to be taxed as an S-Corporation, or when hiring a property manager can have big changes to your tax qualifications as a real estate investor are just a few. We coach our clients on the questions they need to know to ask.
Investment Management
Our clients are busy, high-octane professionals. Our clients are typically working with investment advisors. However, their investment advisor is not versed in the tax world of setting up Defined Benefit Plans, custom 401k plans, HRAs, life insurance trusts, tax efficient portfolios and investments only available to accredited investors. Through our parent company, Ryan Financial Solutions, LLC we are able to manage, set up and advice on all your investment needs if needed. Ryan Financial Solutions, is a Registered Investment Advisor (RIA) and Daniel Ryan is a Certified Financial Planner Professional.
Risk Management Planning
Risk management is all about making sure you protect your business, rentals and life against the worst case scenarios. Whether you need to set up an umbrella holding company in Wyoming for your rentals, or you need to get a cross purchase life insurance plan in place for your business partner, we are guiding our clients through the needed professionals and processes to protect their hard earned work.