Advanced Tax Strategies Made Simple
A CPA Look will provide you Advanced Tax Savings
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 assessment.
We Identify and Implement Advanced Tax Strategies in the Following Categories
Income Tax Reductions • Savings Distribution Tax • Taxable Asset Reduction Strategies • 1031 Exchange • Estate Tax Elimination • Property Taxes • Inheritance Tax Savings • Mini Tax Track TM
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 • Financial Leverage Analysis • Non-Qualified Plans • Qualified Plan • Money Management • Bottomless Giving
Retirement Savings Insurance • Retirement Plan Protection • Family Situations • Legal Safeguards • Financial Leverage Analysis • Non-Qualified Plans • Qualified Plans • Money Management • Recession Proofing • Inheritance Distribution Rules
INSURANCE & HEALTH
Health Insurance • Life Insurance • Asset Based Care • Long-Term Care • Premium Financing • Short-term Disability Policies • Property and Casualty Insurance • 1035 Exchange • Medicare Supplementals
- Investment risk analysis
- Required rate of return to fund your retirement
- Projected future tax rate and amount
- Ways to reduce taxes now and in retirement
- Ways to create tax-free income
- % of retirement income funded
- Ways to save on taxes now and in the future
- How long your money will last in retirement
Mini Tax Track is designed for the client to pay the least amount of taxes over their lifetime (and their heirs).
We all go through different seasons of our lives. There are tax savings all along the way if you know where to look. The Mini Tax Track routes you through these tax savings. It takes trained eyes or you can easily bypass them. Some of the most impactful tax savings must be carefully mapped out, the timing is critical. Certain procedures must be done at certain times or you’ll miss out on the effectiveness or eligibility of a tax saving tool.
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 personal or business clients, 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 like your CPA 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.