Taxpayers who receive business income, stock compensation, or investment income often have unique opportunities to take actions that will impact their tax liabilities. When you work with us, you can be assured that the strategies we bring to the table are both effective and legally compliant, which can save you money and reduce your exposure to audits and financial penalties.

Have you thought about the following for your family or your business?

• Elective tax structures - S Corp, C Corp, Partnerships, Trusts
• Tax-Deferred Retirement Accounts 401(k), IRA's, Defined Benefit Plans
• Stock Compensation - ISO's RSU's and ESPP
• Home office deductions

• Business/Personal use vehicles
• Multi-state tax planning
• Accelerated Depreciation  - Section 179 and Bonus Depreciation
• Hiring your children in your family business
• Capital Gain Loss Harvesting
• 1031 Exchanges for Investment Real Estate
• Acceleration or deferral of income and expenses

We will always be honest and upfront about your eligibility for tax strategy opportunities. Our goal is to make sure you understand your tax obligations and the tools available to reduce them. Book a free initial consultation today to see if you can benefit from tax strategy services.