Tax Optimizer Service:

Taxes are eating away at your business profits and personal wealth.  
Do you feel like no matter how much money you make, the government is always taking too big of a bite?

You’re growing your business, but not sure how much each month you can take out or how much you will have to pay at tax time. When an unexpected tax bill comes up, it’s hard to feel like you’re truly getting ahead.

It's time to stop overpaying taxes, uncover hidden tax savings, and reinvest that money back into your business, fun vacation,s and personal wealth. 

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Tax Optimizer is designed for people generating $250K+ in profits annually—to bring clarity, confidence, and control back into your finances.

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Here’s How It Works

Step 1: Comprehensive Tax Assessment

We kick things off with a deep dive into your financials to uncover hidden tax-saving opportunities and ensure you’re maximizing deductions and credits.

• Introductory Call: We begin with a focused conversation to understand your business structure, financial goals, and potential pain points.

• Two-Year Tax Return Analysis: A meticulous review to find overlooked deductions, missed credits, or costly errors.

• Expense Categorization Audit: An in-depth analysis of your expense categories to ensure optimization for tax savings.

• Current Year Tax Liability Forecast: A clear projection of your tax liability, so you’re never caught off guard.

Step 2: Personalized Tax Strategy Development

Next, we create a customized tax savings plan tailored to your business structure and goals.

• Develop a step-by-step roadmap outlining actionable strategies to minimize tax liability.

• Align recommendations with your current operations and long-term objectives.

Step 3: Seamless Tax Filing (additional tax filing fees apply)

Finally, we handle your federal and state tax filings to ensure your strategy is fully implemented.

• Prepare and file all returns accurately and on time.

• Maximize deductions and credits based on your tax plan.

• Provide post-filing support for any questions or clarifications.​