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Business Owners
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Business owners have the biggest opportunities to save on their tax bill. You might own a Schedule F Farm, a partnership, Corporation or be a sole proprietor. We are here to implement the ongoing planning needed to set up and substantiate your business needs. We guide taxpayers through how to strategize by setting up a family management company, learn how to rent your home to your company and much more.
High Income Earner or high net worth
This category of tax payer has multiple forms of compensation and investments in many different formats. These tax payers are looking to reduce the tax impact of RSUs, ISOs trying to set up a Private Family Foundations, looking to invest in limited partnerships or selling 1202 stock from a corporation. We are here to help create the plan of action needed to succeed!
Real estate investor
If you own rental property you know there are dozens of incredible tax planning opportunities. Whether it is getting a cost segregation study to accelerate depreciation, using short-term rental depreciation to offset your W-2 wages, or qualifying as a real estate professional. We know first hand how to help you implement the strategies you need to continue in real estate or how to exit this asset class without giving it all away to the IRS.
Looking for a trusted advisor
Our clients understand that their financial success is too important to be doing it themselves, and they understand the value of having expert guidance. Most of our clients are highly educated, fast pace, and do not have a desire to spend hours of their time learning the vast details to their tax planning. Clients are typically also already working with a tax preparer who is not bringing proactive planning to the table. Our goal is to take your planning to the next level.