Strategic Tax Planning - Modernize Wealth

A STRATEGY IS SIMPLY A PLAN FOR POSITIVE ACTION

STRATEGIC TAX PLANNING

Strategic tax planning is a collaborative process between our Modernize Wealth team and your own CPA. Together we will work to maximize your tax savings, so you can grow your wealth, your business, and your legacy.

Our goal is to integrate your tax plan into your overall financial plan. The cash you save through appropriate tax planning can then be redirected to help you grow your business, build your wealth, and secure your family’s financial future for generations.

Make no mistake, integrated strategic tax planning can help you reach your goals. In addition to the obvious financial advantages, an added benefit of this integrated approach is that it will make your life, and your CPA’s life, easier.

OUR STRATEGIC TAX PLANNING PROCESS

How is what you do different to a tax projection?

Anyone can do a common tax projection. We go to the next level to save you real money. We fully evaluate your entire tax position – from your personal tax liability to the tax situation of every business or entity you own. Once that evaluation step is completed, we can implement advanced tax strategies, combined with complete 100% tax planning focus to accomplish your financial goals year after year.

As part of our work, we will:

1.

Review your prior year tax return

2.

Review your current year balance sheet and P&L

3.

Determine what you are currently paying in total tax

4.

Identify strategies that can reduce that amount

5.

Prepare a CPA letter

6.

Hold a collaborative meeting with your CPA to discuss strategy implementation

7.

Review the real savings in real numbers, and then demonstrate where those savings can go to increase your wealth, build your business, and your legacy.

8.

Do this every year as long as you’re a client

LET'S TALK

Let’s chat about how our strategic tax planning services can help you save money. If you would like to take a more proactive and integrated approach to tax planning, call 480.346.1282 or email us today.