The Superbowl is done and football will take a rest.  That’s also how many business owners approach tax season.  December 31 has come and gone, and all that’s left is to record those events on our taxes. Business owners know it’s important to have a knowledgeable tax person in their corner–no one wants to run afoul of the IRS!  So we hire a CPA, accountant, or bookkeeper, and rest assured we’re doing the best for our business and avoiding “red flags”.

The problem is, accountants and CPA’s are historians who record events—they’re trained to accurately compile the information you give them and put it in a form the IRS wants.  We come to believe that, aside from the usual deductions, the tax is what the tax is.  Some accountants actually do offer a few suggestions to help you save a little.  They’ll provide advice if approached with an idea you’ve heard about, but they don’t know enough about you, your business, your goals, and the rest of your financial life to make comprehensive recommendations.

If your accountant hasn’t offered a way to save at least $1,000 in taxes every year, then you may have outgrown your accountant.

True tax planning proactively looks for ethical, moral, legal ways to take advantage of programs and products that save tens or even hundreds of thousands of dollars over the years.  Those strategies affect not only your business’ bottom line, but your personal one as well.
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With a review of a client’s situation, we can usually identify strategies that will save them a minimum of double what they would pay for the review.  In fact, we guarantee we can do that, or we’ll refund the cost.  Either way, you win—you confirm your business is tax efficient, or you’re about to make a touchdown!

We create a Tax Blueprint, unique to the client, because each client situation is different.  After identifying the strategies, the real quarterbacking work begins.  We put together your plan, and then we help you implement that plan with professionals who know those strategies inside and out.

Now is the time to review your opportunities and put strategies into place for this year, to make the most of them.  Find out how to increase your bottom line by working smarter, not harder.  Contact us to see what our quarterback professionals can do for you and your business before your well-intentioned historian records yet another year of missed opportunities.