Proactive Tax Planning For Small Business Owners And Investors
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.
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
How it works:
The process starts with your personalized ProActive Tax Strategy. Here’s how it works:
01
Meet your Certified Tax Coach
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.
02
Complete Our Brief Tax Questionnaire
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.
03
Work on your Tax Strategy
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!
04
Schedule the follow-up call
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!
05
Launch Your Tax Strategy
You get a written strategy plan, along information on all available deductions, credits, loopholes, and strategies
01
Meet your Certified Tax Coach
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.
02
Complete Our Brief Tax Questionnaire
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.
03
Work on your Tax Strategy
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!
04
Schedule the follow-up call
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!
05
Launch Your Tax Strategy
You get a written strategy plan, along information on all available deductions, credits, loopholes, and strategies
