Profit Wise Tax Services
Keep Your Money In Your Pocket
We love saving taxes! We love helping clients save taxes – why you ask – because we know that saving taxes is directly related to better living The American Dream. You might be trying to find the cheapest and easiest way to do your taxes and there are thousands of accountants out thereallowing you to do just that and perpetuating the problem. However, there ARE strategies — and you HAVE options!
TAX SERVICES
TAX PREPARATION
What is a Tax Strategist
A tax strategist specializes in tax law, tax planning, tax return filing, and compliance. They are committed to advising individuals and businesses on optimizing their tax situations. Unlike tax preparers, who mainly concentrate on filing tax returns, tax strategists provide strategic advice to reduce their tax burden, increase tax savings, and save money while complying with tax laws and regulations. They deeply understand the tax code’s intricacies and offer customized advice to aid in financial planning and decision-making. Tax strategists possess in-depth knowledge of federal and state tax codes and stay updated on the latest changes in tax legislation. With these, they can formulate the right solutions to complex tax problems.TAX SERVICES
Back Tax Returns
Specialization in Tax Planning vs. Comprehensive Financial Expertise: Tax strategists focus on tax law, planning, and compliance, while CPAs provide a broader spectrum of financial services, including auditing and business consulting.
Certification and Educational Requirements: As a tax professional, a CPA must pass a stringent exam and fulfill specific educational and experience prerequisites, whereas tax strategists may possess various certifications, such as Enrolled Agent status or qualifications in financial planning.
IRS Representation: Qualified tax strategists, especially Enrolled Agents, are empowered to represent clients before the IRS in audits, appeals, and tax dispute resolutions, offering invaluable assistance during complex tax issues.
Running a successful business requires more than just providing a great product or service—if you want to grow your business and become profitable, it won’t happen if you keep overpaying the IRS every year. Many business owners think all they need to do is hire an accountant who will take care of the tax side of their business for them. The accounting firms that simply run your numbers and
are not getting to know the ins and outs of your business specifically, and in my experience, may be causing you to pay more in taxes than you should.
Profit Wise Accounting provides ongoing implementation of tax strategies, proper support and documentation which is key to legally paying the least amount of tax. We will help you maximize your deductions and credits and strategize how to help you reach your financial goals. The benefits of hiring a tax strategist can outweigh the costs.
The cost of hiring a tax strategist in the U.S. varies widely, and there’s no definitive answer. Fees depend 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.
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!
TAX SERVICES
Solutions for IRS Problems
What to Expect
· Personalized tax strategies and plan
· Tax plan implementation and maintenance
· Consult with Strategist up to 2 hours on tax strategy and application of our 20-point tax planning checklist.
· Review of prior year tax return and recommendations on specific tax strategies.
Our Process
1. Onboarding – We work with you to set goals for the current tax year and the future
2. We develop strategies and a tax plan for you based on your specific needs
3. We help you implement the tax-saving strategies
4. We sync up with you every quarter to refine your tax plan with any changes
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Questions
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15 Min. Discovery Call For Tax Services
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