Advanced Tax Strategies Made Simple
Advanced Tax Strategies
WHAT WE DO
OUR SYSTEMATIC ANALYSIS
We provide an unbiased look at someone’s financial picture from a CPA perspective to identify tax and cost savings in both business and personal activities.
- Tax Savings
- Cost Reductions
- Asset Protection
- Leveraging Capital
HOW WE DO IT
WHAT IS CPA LOOK?
THE CPA LOOK PROCESS
CPA LOOK starts with an analysis of your current financials, taxes, and a questionnaire specifically designed to evaluate over 25 different sectors in one thorough assessment.
We Identify and Implement Advanced Tax Strategies in the Following Categories
Property Taxes • Cost Segregation • Income Tax Deductions • Savings Distribution Tax Analysis • Asset Tax Management • Entity Selection • Multi-level Tax Minimization • Sales Tax • R&D Tax Credit • Tax Asset Reduction Strategies • Local – State – Federal Tax Incentives • Tax Credits • 1031 Exchange • Estate Tax Elimination • Inheritance Tax Savings – Mini Tax Track TM
Cost Remediation • Logistics • Supply Chain Services • Merchant Services • Business Services • Waste & Recycling and Electricity Cost Analysis • Warranty & Insurance Revenue Creation
Financial Leverage Analysis • Investment Risk Assessment • Income Longevity • Social Security Planning • Estate Planning • Capital Gain Strategies • Required Rates of Return • Wealth Transfer • Donor Advised Funds • Beneficiary Analysis • Asset Protection • Savings Depletion Analysis • Asset Tax Management • Mortgage Rate Analysis • Financial Leverage Analysis • Income Longevity • Loan Financing
Business Protection • Entity Selection • Business Downturn Safeguards • Retirement Savings Insurance • Retirement Plan Protection • Family Situations • Legal Safeguards • Financial Leverage Analysis • Non-Qualified Plans • Qualified Plans • Money Management • Recession Proofing
INSURANCE & HEALTH
Health Insurance • Life Insurance • Worker’s Compensation • Asset Based Care • Long-Term Care • Buy-Sell Agreements • Premium Financing • Insurance Premium Audits • Short-term Disability Policies • Buy-Sell Agreements • Captive Insurance • Property and Casualty Insurance
Employee Benefits • Employer Payroll Tax Incentives • 401K Setup • 401K Management Fee Analysis
BUSINESS EXIT STRATEGIES
ESOP • Capital Gain Strategies • Business Evaluation • Succession Planning • Capital Gain Strategies
BUSINESS CLIENT IMPACT
- Reduce your costs
- Increase deductions & save taxes
- Protect your business assets
- Assess your risk exposure
- Leverage your capital
- Increase your company profits
- Increase your company market value
- Secure better financing
- Improve the overall health of your business and personal assets
Mini Tax Track is designed for the business and business owner to pay the least amount of taxes over the business lifecycle.
Every business goes through distinct stages. There are tax and cost savings in each business stage if you know where to look. Many of these strategies have a direct connection to the amount of taxes the business pays and the amount that is transferred to the business owners. There are strategies that can reduce taxes, reduce risk exposure, protect assets, increase cash flow and leverage your capital to make for a more financially stable and secure company.
Don’t waste another moment. Contact us today to hop aboard the Mini Tax Track.
We put all the pieces together that work for your financial success.
No one can tell you the outcome of the puzzle by looking at one piece… Industries and financial planners have individual puzzle pieces.
Trust, Values, and Our Approach
“CPAs are America’s Most Trusted Advisors”. You trust your CPA to provide tax savings and financial direction. We are here to serve you and our fellow CPAs! We can work directly with your business or we can incorporate your CPA into the process. The choice is up to you.
CPAs are regulated by a higher standard and therefore command more trust and respect from their clients. Our services are based on skill, experience, strategic implementation, accountability, respect, and transparency. CPAs do not sell, they serve. We have the heart of a teacher, so we want you to understand everything we do.
Our “CPA Look” analysis combines various industry practices into one process to flag potential tax and cost savings. Many of our tax and cost saving strategies that come from this analysis may be outside the typical CPA firm’s expertise but are valuable tools that will financially benefit you.