See, the truth is the world is full of CPAs, Enrolled Agents, Accountants, Tax Preparers, who do little more than record history.....putting the right numbers, in the right boxes, in the right forms, by the right deadlines, to keep you out of trouble. But then they call it a day. Tax preparation work is not a substitute for advanced tax planning.
The reason why most accountants don't do more is because they have way too many clients and they simply do not have enough time to learn all of the various strategies from the 75,000+ pages of The Internal Revenue Code. It’s not humanly possible for a single person to know all tax strategies!
And because of that, like most high income earners, it's costing you substantial amount every year in taxes you don't need to pay. The late supreme justice William H Rehnquist said, "There is nothing wrong with a strategy to avoid the payment of taxes. The Internal Revenue Code doesn't prevent that."
More and more successful executives, engineers, physicians and other high W-2 earner professionals are now asking their CPAs, "Why are we paying so much in taxes?" Why am I getting punished for my hard work? I mean think about it, what is your CPA actually doing to make sure you get all the breaks that you deserve and when was the last time your CPA came to you and said… "Here is an idea that will save you lot’s money with solid research and backing?"
Tax planning is about giving you a comprehensive plan for minimizing your taxes which is backed by the tax code and solid research delivered by an experienced team of tax professionals - not only now but in the future and at the time of transferring your wealth to your family.
We give you a plan for reducing your taxes legally. We'll find the missing opportunities that may be costing you thousands, tens of thousands, or even hundreds of thousands of dollars in taxes you don't need to pay. We will show you how proactive planning can rescue those dollars. We offer real advanced tax, accounting, financial planning that shows our clients what to do, when to do it, and how to do it.
Our in-house team of tax attorneys and CPAs are constantly evaluating various tax strategies and only select a few for our clients that they feel most comfortable with after a detailed study of various tax codes and backed by solid research.