Tax Planning

The first step in the tax planning process is for you to contact us by telephone to discuss your situation and determine if a meeting would be appropriate. We will then set an appointment for you to meet with one or more of our associates. For this meeting we would ask that you provide us with relevant financial statements and tax returns. We will discuss the tax plan you have been following and explore alternative plans and their benefits for your tax objectives. All fees will be discussed during this meeting. Upon agreement to our fees and conditions we will begin creating an income-tax savings plan that you will be able to benefit from year after year. After modeling your new tax plan we will implement each piece of the plan until integrated successfully. This process will include input from our team of CPAs, attorneys, administrators and consultants.

All of our clients are business owners. Whether you have a multimillion dollar corporation or a family-run LLC, our services will be well suited for you. Owning a business allows for more sophisticated tax planning than does being an employee. Therefore, we focus our attention on tax planning for the business owner. We use all legal tax strategies to make businesses more tax efficient. This can include income tax planning, estate tax planning, selling your business, selling real estate, asset protection, as well as other tax planning needs you may have. If you own a successful business and are not satisfied with the quality of tax advice you have been getting, or if you feel your success has exceeded the abilities of your current advisor, then it is time to speak with a Professional Planning Associates advisor.

The truth is that most tax preparers have little time to become educated in the various nuances of the tax code. Their primary business is in tax preparation. Tax strategies are an ever-changing landscape with information coming from the Internal Revenue Service, Treasury, Congressional Departments, practicing attorneys and tax professionals. On a regular basis, we see tax strategies that range from no-brainers to ridiculous. Our team investigates and becomes intimately familiar with the strategies that our clients use for the viability of the plans, how well they are accepted by the Service and their bottom-line benefits. We offer a very sophisticated tax-planning service for successful business owners. Please contact us to discuss your individual situation.