This way when you're wondering about:
Do I have the right entity structure?
Should I be hiring my kids?
Does a 1031 really make sense for this deal?
Could we get an R&D Credit for this new product we’re developing?
You aren’t going to Google to figure that out.
Or calling your CPA who bills you for the 15 minute phone call where you didn’t get an answer.
That you have a strategy when it comes to your taxes.
Someone who understands your goals and your operations, and aligns your tax strategy to support that.
So you can do the things that mean more to you:
Like retiring early
Or leveling up your business so you can spend more time with your family
And know that you’re not increasing your audit risk
This is the specialty focus we’ve spent years developing.
And you have every right to tax plan.
According to a landmark federal court decision:
"Anyone may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the Treasury."
So being smart about reducing your tax burden is completely within your rights, and when they take up 20-50%+ of your income, it's one of the most impactful things you can focus on.
That's why working with the right tax professional is so important.