Business Team

TAX PLANNING & PREPARATION

Most tax payers are not aware of the difference between paying taxes on last years history vs having a proactive tax plan to create wealth. Most people are not aware that if they were to have 10 different CPA's figure this tax liability, they could have several different tax amounts to pay. Having a team of trusted advisors working together to stop this disconnect 

Preparing and planning for taxes is often a stressful and complicated endeavor. Preparing your own tax return can be extremely difficult, especially given today’s complex tax code. This can often leave clients with more questions than answers.

These days, many people and small businesses use a professional tax preparer to assist with the preparation of taxes. Even if you are just filing a simple return, the rules may change from year to year, and it is easy to overlook these changes and submit an incorrect return. By doing your taxes yourself, you may also end up overlooking deductions and credits.
At ProTax, we have the expertise that is needed to help you file your returns while also helping you to minimize your tax liability.

Why Hire Us?

When you retain our services, we make it a priority to learn your current operations and your future goals quickly so we can hit the ground running. Based on experience, we can easily identify opportunities for more effective tax planning, improved internal controls, and other areas that will make your business more profitable.

Tax Planning & Education

Tax planning is essential to helping you successfully and legally reduce the amount of your tax liabilities.
In addition to making sure that your business is tax compliant, we also suggest tax saving strategies that will maximize your after-tax income.

Through our long-term tax planning strategy, we can help to:

  • defer income so that you can save money now and pay less in taxes down the road.

  • reduce taxes on your income so that you can keep more of your earnings

  • lower taxes on your estate and gifts so that the beneficiaries can keep more of what you have given

  • decrease taxes on investments and retirement distributions so that you can maintain your lifestyle, and much more.