At Ivy Tax & Business Inc., we specialize in strategic tax planning and proactive financial solutions for small business owners, high-income earners, professionals, and real estate investors. Unlike traditional accountants, we focus on legally reducing your tax burden, increasing your cash flow, and helping you build long-term wealth through customized tax strategies.
Are you a small business owner or investor aiming to minimize taxes and maximize income and profitability? At Ivy Tax & Business Inc., we’re more than traditional accountants; we’re proactive tax specialists. With advanced training as Certified Tax Coaches, we’re equipped to work tax magic.
Our commitment to staying updated with tax regulations and innovative techniques ensures we can legally save you more money on your taxes. Whether you’re a business owner or investor, we tailor personalized tax strategies to reduce your tax burden.
Here’s How Our Proactive Tax Strategy Works:
For small business owners, we offer ongoing coaching, flexible planning, and a client-centered approach. For investors, we optimize investments while minimizing tax liabilities. At Ivy Tax & Business Inc, we empower you to achieve financial success, always keeping you in control of your financial future
The process starts with your personalized ProActive Tax Strategy. Here’s how it works:
You’ll start with a consultation with our Certified Tax Coach to discuss your current financial situation and goals. We’ll recommend the best strategy tailored for your needs.
You start with a brief interview with our certified tax coach. We want to hear about where you are now, and where you want to be. We’ll ask a few easy questions about your current situation and from that determine the best Proactive Tax Strategy program for you.
We’ll ask you to fill out a Tax Questionnaire to give us an overview of your finances, business structure, and investment goals. Don’t worry, we’ll guide you through each step.
This is where you tell us your financial, business and investment goals and where your money currently goes. We’ll need copies of your past tax return and a little information on each business entity (S Corporation, LLC, Limited Partnership, etc) that you currently have set up. It’s all in the Tax Questionnaire and we’re here to help you if you have more questions. The more information you give us, the better job we’ll do.
Your tax coach will develop a personalized plan tailored to your unique situation. This process typically takes 1–2 weeks, and many clients find that their tax strategy plan leads to significant savings each year.
Your personal strategist reviews your information and develops a comprehensive proactive tax strategy. This process typically takes one to two weeks, so we can research your best possible options. This is the stage where cool things happen! In fact, the average savings for a taxpayer as a result of their tax strategy plan was over $14,000 per year!
You’ll have a follow-up call to review your plan with your tax coach. We’ll go through everything in detail, and you’ll receive a written summary of your plan.
You’ll talk with your personal CPA strategist to review the details of your plan and get your feedback. Typically, this call lasts about an hour. It’s so packed with information, though, that we write up your customized strategy so you won’t miss a thing!
Once you approve your strategy, we’ll help you implement it. You’ll receive a detailed plan outlining all the tax-saving opportunities available to you.
You get a written strategy plan, along information on all available deductions, credits, loopholes, and strategies
You start with a brief interview with our certified tax coach. We want to hear about where you are now, and where you want to be. We’ll ask a few easy questions about your current situation and from that determine the best Proactive Tax Strategy program for you.
This is where you tell us your financial, business and investment goals and where your money currently goes. We’ll need copies of your past tax return and a little information on each business entity (S Corporation, LLC, Limited Partnership, etc) that you currently have set up. It’s all in the Tax Questionnaire and we’re here to help you if you have more questions. The more information you give us, the better job we’ll do.
Your personal strategist reviews your information and develops a comprehensive proactive tax strategy. This process typically takes one to two weeks, so we can research your best possible options. This is the stage where cool things happen! In fact, the average savings for a taxpayer as a result of their tax strategy plan was over $14,000 per year!
You’ll talk with your personal CPA strategist to review the details of your plan and get your feedback. Typically, this call lasts about an hour. It’s so packed with information, though, that we write up your customized strategy so you won’t miss a thing!
You get a written strategy plan, along information on all available deductions, credits, loopholes, and strategies
We’re more than just accountants—we’re your Certified Tax Coach, here to help you legally reduce your tax burden and save money. Whether you’re a small business owner, high-income earner, professional, or real estate investor, we provide personalized strategies to help you succeed.
Contact us today for a free consultation and start saving more on taxes!
