Turn to Your Concierge Tax Strategist to save money on your taxes.
There are hundreds of tax loopholes available to taxpayers.
We know how to identify the ones that will bring you the highest tax savings. When you work with us, our team of tax professionals will provide the guidance you need to reduce your tax burden legally and effectively.
Do you have any of these tax challenges:
- You are paying over $50K in taxes.
- You think that you might be overpaying in taxes.
- You feel no control over your business finances.
- A large portion of your income is going to pay for taxes.
Significant savings
Our specialized techniques will bring significant tax savings on your federal and state taxes…
… by uncovering hidden deductions, finding tax loopholes and identifying little-known tax credits.
Rather than fighting the system, we manipulate the tax code to your benefit by legally and ethically reducing your tax burden. Our proven methods analyze your entire financial picture, including business objectives, investment goals and past tax returns to create a highly effective tax plan.
During your maintenance plan we continue to update and improve your plan as tax laws change to limit tax exposure. The results: You pay the lowest amount of tax possible and money stays where it belongs – in your wallet!
How we work
Get your personalized tax plan in 4 easy steps:
ONE
Let’s meet
In our discovery meeting, we will ask questions about where you are now and where you want to be to determine the best proactive tax strategy plan customized for you.
TWO
Upload documents
We will ask for copies of your tax returns, information about your company and other information related to your finances and business so that we can find the best solution for your unique situation.
THREE
Design & implement
We take about two weeks to research all the possible options then schedule a Zoom/TaxDome meeting to go over your plan. After our meeting, we will send you our engagement letter to e-sign, collect our fee and begin to implement. About two weeks after, we’ll follow up with another call to answer any questions and set your plan into motion.
FOUR
Maintain & save
Following implementation, we hold your hand. Our maintenance level plans will cover your annual compliance (tax) filings as well as updates to your tax plan and check-in sessions so that you continue to maximize your savings and realize value that exceeds the cost of planning.
“Carmen Peters impressed me with her knowledge.”
I have always felt that the one essential element necessary for growing a business and adequate tax planning is a good accountant with a good firm and staff. Carmen has been a huge asset in our growth, tax planning strategies and overall help in making the right decisions.
Arturo Savinon
President, DAMA Packaging & Export
“Carmen is detailed and offers simple solutions.”
Her team is amazing, helpful and always on time. We appreciate the level of dedication that they have to our success.
Michelle Shirley
Partner, Dynasty Enterprises LLC
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TAX STRATEGY
We show you how to pay less taxes.
- Don’t fight the government: Work with the IRS, not against them. The best way to pay less tax is to leverage the tax laws put in place by the government to reduce your tax liabilities and beat them at their own game.
- It’s not what you make, but how you make it. Tax laws favor people who make money through business and investments, not wages. Your earned salary is the highest taxed income there is.
- Stay on top of the changing tax laws. Tax laws are constantly changing, so count on a certified tax strategist to keep up with all current tax regulations and understand how they impact you.
Don’t wait! Act now to put your tax strategy in place. The sooner you put a proactive tax strategy into action, the more opportunities you’ll have to save money on this year’s taxes.
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TAX PREPARATION
As Your Concierge Tax Strategist we not only develop your tax plan that saves you thousands, but also ensure that your tax returns are filed correctly and timely.
More importantly, we don’t only talk during tax season, but throughout the year so that you are never in the dark about your tax situation.
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BOOKKEEPING
We know that the accuracy of financial data is key for ensuring smooth business operations. Knowing your numbers is a critical part for your business success. Outsourcing your bookkeeping can free up your resources and time without compromising the depth of information and range of financial tasks required to be performed within your company.
When you outsource your bookkeeping with us, we approach financial statements in a different way and assist you in translating your company’s figures so you may concurrently plan, organize and continue to build your business, not only once a year. More significantly, we make sure your records are accurate and include the necessary supporting documents, so you won’t have to worry about an audit and waste time looking for it at tax time.
Custom quoted, starting at $600/month.
Tax Strategy Service Levels
We will recommend the best level that aligns with your needs.
Annual Tax Strategy
starting atWhat’s Included:
- • Initial in-depth tax strategy meeting
- • Comprehensive tax strategy blueprint customized to your situation
- • Entity and income structure review
- • Identification of applicable advanced tax strategies
- • One strategic check-in meeting later in the year
What This Is:
- A strategic snapshot and roadmap designed to identify opportunities and reduce your tax burden for the year ahead.
What This Is Not:
- • Ongoing quarterly planning
- • Ongoing implementation support
- • Continuous strategy updates throughout the year
Concierge Tax Strategy
starting atWhat’s Included:
- • Comprehensive tax strategy blueprint
- • Strategic entity structuring and optimization
- • Advanced tax strategies customized to your situation
- • Quarterly tax strategy meetings
- • Ongoing implementation guidance throughout the year
- • Proactive strategy adjustments as your income and investments evolve
- • Direct access to your concierge tax team
Outcome:
- A living, evolving tax strategy that adapts as your business and wealth grow — designed to legally minimize taxes year after year.
Book your tax discovery session today
After analyzing your numbers, we’ll recommend the best level type for your requirements and needs.
