Maximize Wealth
Proactive, Year-Round Tax Planning & Strategy
Forward-looking tax consultation that moves beyond filing, designing a legal strategy to maximize deductions, optimize entity structure, and reduce overall tax exposure before year-end.
Our Year-Round 360-Degree Tax Strategy Process
Year-End Strategic Consultation: We model income and deductions to test deferral and expense-timing strategies—such as Section 179—to reach your target tax liability. You receive a clear year-end tax projection and specific, actionable steps to maximize savings before December 31.
Integrated Business & Personal Planning: We analyze owner compensation, retirement funding, and QBI deduction strategies to optimize income and deductions, achieving the lowest combined effective tax rate for both the business and owners—essential for S-Corps and partnerships.
Estate Planning: We offer estate planning to help individuals efficiently transfer wealth while minimizing taxes and preserving assets. We advise on trusts, gifts, and tax planning, ensuring compliance with laws and aligning the plan with the client’s financial goals for future generations.
Tax Law Change Consulting: We deliver legislative impact reports and implement structural adjustments—like accounting method changes or entity elections—to keep your business compliant and optimized after federal or state tax reforms.
FAQs
Q: How often does the consultation occur, and when is the most critical time?
A: We offer continuous access, but the most critical time is the Mid-Year Check-in (June/July) and the Year-End Planning Session (November/December). These meetings are helpful to implement the most impactful, time-sensitive strategies.
Q: If I use your service, will you tell me to implement aggressive, audit-risky strategies?
A: Absolutely not. We only recommend strategies that are legally defensible and explicitly allowed under the current IRC provisions and Treasury Regulations. Our goal is to achieve the lowest possible tax rate through legitimate planning, not through aggressive, high-risk schemes.
Q: We are planning to purchase a large piece of equipment. When should we talk to you?
A: Before you sign the contract. The timing of the purchase, financing structure, and whether you elect Section 179 or Bonus Depreciation can drastically change the immediate tax benefit. A 15-minute call saves you thousands in tax.
Testimonial
"“For the first time, we had no tax surprises in January. This firm engaged us mid-year, provided a clear forecast, and suggested specific actions, like optimizing our tax credits and asset purchases. Their proactive planning saved us over $35,000 this year alone." — Jerry Tan, Owner of Grace International Logistics, a regional logistics and transportation firm.