We love saving taxes! We love helping clients save taxes!  You might be trying to find the cheapest and easiest way to do your taxes and there are thousands of accountants out there allowing you to do just that and perpetuating the problem.  However, there ARE strategies — and you HAVE options!

Tax Strategists: Your Key to Optimal Tax Savings

What is a Tax Strategist?

A tax strategist specializes in tax law, tax planning, tax return filing, and compliance. Their primary goal is to advise individuals and businesses on optimizing their tax situations. Unlike tax preparers, who mainly concentrate on filing tax returns, tax strategists provide strategic advice aimed at reducing tax burdens, increasing tax savings, and ensuring compliance with tax laws and regulations.

Expertise and Knowledge

Tax strategists possess a deep understanding of the intricacies of federal and state tax codes and stay updated on the latest changes in tax legislation. This expertise allows them to formulate tailored solutions for complex tax problems, aiding in financial planning and decision-making.

Specialization and Services

• Tax Planning vs. Comprehensive Financial Expertise: Tax strategists focus on tax law, planning, and compliance. In contrast, CPAs offer a broader spectrum of financial services, including auditing and business consulting.
• Certification and Education: CPAs must pass a stringent exam and fulfill specific educational and experience prerequisites. Tax strategists may possess various certifications, such as Enrolled Agent status or qualifications in financial planning.
• IRS Representation: Qualified tax strategists, especially Enrolled Agents, can represent clients before the IRS in audits, appeals, and tax dispute resolutions, providing invaluable assistance during complex tax issues.

Why You Need a Tax Strategist

Running a successful business requires more than just providing a great product or service. To grow your business and become profitable, you must avoid overpaying the IRS each year. Many business owners mistakenly believe that hiring an accountant is sufficient for managing their taxes. However, accounting firms that merely run your numbers without understanding the specifics of your business might cause you to pay more in taxes than necessary.

Profit Wise Accounting: Your Partner in Tax Strategy

Profit Wise Accounting provides ongoing implementation of tax strategies, ensuring proper support and documentation. This approach is key to legally minimizing your tax liability. We help you maximize deductions and credits while strategizing to achieve your financial goals. The benefits of hiring a tax strategist can outweigh the costs, providing significant long-term savings and financial advantages.

Investment in Tax Strategy

The cost of hiring a tax strategist in the U.S. varies widely based on your specific financial needs and the complexity of your tax situation. While initial costs may seem high, the value lies in the results. A skilled tax strategist can offer significant tax savings and financial benefits that far outweigh the expense, making it a worthwhile investment for many entrepreneurs and businesses.

Success Stories

Are you looking for a tax strategist? Look no further! We have helped our clients claim more than $1.1 BILLION in tax savings, and we can help you, too!

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What to Expect

1. Personalized Tax Strategies and Plan

• Customized Approach: Tailored tax strategies designed to fit your unique financial situation.
• Comprehensive Plan: Detailed plan to maximize your tax savings and meet your financial goals.

2. Tax Plan Implementation and Maintenance

• Seamless Execution: Assistance with implementing the devised tax strategies effectively.
• Ongoing Support: Regular updates and maintenance to ensure the tax plan remains effective and compliant.

3. Strategist Consultation

• In-depth Analysis: Up to 2 hours of consultation with a tax strategist to discuss tax strategies and apply a 20-point tax planning checklist.
• Expert Guidance: Professional advice on optimizing your tax situation.

4. Review of Prior Year Tax Returns

• Thorough Review: Examination of previous tax returns.
• Strategic Recommendations: Suggestions for specific tax strategies based on past filings.

Our Process

1. Onboarding

• Goal Setting: Collaborate to set financial goals for the current tax year and future.
• Initial Assessment: Evaluate your financial situation to understand your needs.

2. Strategy Development

• Tailored Plan: Create a tax plan based on your specific needs.
• Innovative Solutions: Develop strategies to maximize tax savings.

3. Implementation Support

• Hands-on Assistance: Help with implementing tax-saving strategies.
• Practical Guidance: Provide actionable steps to execute the plan effectively.

4. Quarterly Sync-ups

• Regular Check-ins: Meet every quarter to review and refine your tax plan.
• Adaptability: Adjust strategies based on any changes in your financial situation or tax laws.

Our Process

Our onboarding process serves as the foundation for a successful client-advisor relationship. Here’s a more general breakdown of the onboarding process:

We sync up with you every quarter to refine your tax plan with any changes

We work with you to set goals for the current tax year and the future

We develop strategies and a tax plan for you based on your specific needs

We help you implement the tax-saving strategies