Keep more of your wealth with advanced tax strategies
ProActive Tax Planning for larger family-owned businesses wanting to reduce their tax burden
You’re looking around wondering how other businesses are very profitable without losing a ton of money to taxes. If you think you’re paying too much tax, you’re probably correct.
You’d like to know the ‘secrets’ of tax planning strategy. The thing is, there are thousands of pages of tax code. It’s complicated, and without expert help you could get into gray areas and find yourself in illegal territory.
You need someone who knows tax strategy to do the groundwork and make sense of it for you, so you can hold on to more of your hard earned money.
We provide a one-off service for new and existing clients who desire comprehensive multi-year planning to really drive down their tax bill. Here’s how the process will look once you sign your quote.
You fill in a ten-page questionnaire.
You’ll want to spend a good amount of time on this and be as detailed as possible. The accuracy of this form determines the effectiveness of the rest of our work.
We’ll present you with our top strategies we think will work based on your questionnaire. We’ll educate you regarding the strategies we’ve chosen, and you’ll let us know if there are any obstacles that we aren’t aware of.
We’ll provide you a detailed report with the tax strategies we’ve chosen and how each individual tax strategy will affect your over all tax bill, as well as how they will affect your liability once layered.
You’ll decide how many and which strategies you want to implement. If applicable, we can provide you help with implementation, and we’ll supply a quote for this.
If we can’t save you five times what you will pay for ProActive Tax Planning within the first two years – we won’t do it.
You don’t need to be a client to get a quote.
You’ll get a quote for exactly how many meetings you’ll need and how much it will cost to complete ProActive Tax Planning. The cost and time it takes depends on your business and circumstances. We are upfront and honest with you about the return on your investment.
We have worked with other CPA’s in the past that have said they were proactive. Working with Whittaker is the first time that we have known what our tax picture would look like before the end of the tax year and what strategy levers we should pull to reduce our taxes. This has provided us with the clarity and certainty that we need to manage the tax concerns within our businesses.
Concept Hotel Group
Whittaker is a CPA firm with an entrepreneurial spirit. They have helped us increase our profit and the value of our business. They are great to have on our team and in our management meetings.