Chart your course to paying less tax with a Personalized Tax Plan.
We prepare a curated collection of tax-saving strategies supporting your priorities and provide you with the information you need to stop overpaying taxes.
You earned it, why not keep it?
Other tax return preparers can tell you how much you owe or are getting back each year.
We show you how to gain an advantage using proven, legal, tax-saving strategies that are substantiated by court cases, tax code references and authoritative guidance.
Our process is simple and effective.
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After analyzing your prior tax returns, discussing your current tax positions and considering your future plans, we seek out opportunities for you to pay less tax through maximizing deductions and highlighting tax-saving strategies that are aligned with your individual priorities.
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We organize the customized collection of tax-saving strategies into multiple sections, taking a comprehensive approach to tax planning for different areas of your life:
Family, home and employment
Business activities
Investment activities
Succession planning and cashing out
We assemble your personalized tax plan into a written bound document, serving as a resource for you to work from with your team of personal and professional advisors.
Included with each strategy are supporting details that reference the authority that allows for the strategy, potential pitfalls and reference to documents useful for implementing the strategy.
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We are available to provide the ongoing support necessary to keep you on track when implementing the strategies included within your personalized tax plan. Through periodic check-ups and planning meetings, we want you to receive the most value possible from the successful implementation of your personal tax plan.
There may be strategies within your plan that require a simple change in behavior or documentation requirement that is not currently being performed. Depending on your personal preference, you may decide to implement those strategies on your own.
Other strategies may require the assistance of your attorney, insurance broker, real estate professional, investment broker or even an engineer. We strongly recommend using professional assistance when implementing some of the more advanced strategies that require specialized expertise.
Tax Plans in Action
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Framing Contractor
King County
An established company stayed busy and grew significantly without tax planning. With a coordinated approach, using tax-saving strategies and risk mitigation structures, we estimated they could reduce the annual tax liability of the owners by $100,000.
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Chiropractor
Snohomish County
Two years after purchasing an existing practice, we assisted the new owner by developing a personal tax plan that provides for reducing their personal tax liability by almost $20,000 per year. -
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Real Estate Broker
King County
After a lone wolf broker was tired of seeing their commissions sent to the IRS, we prepared a personal tax plan that demonstrated over $13,000 per year in tax savings.
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Electrician
Snohomish County
Within the first 8 months of opening the business, the owners requested assistance with proactive tax planning. We prepared a personal tax plan that demonstrated how they can recognize over $23,000 in annual tax savings after implementing the recommended strategies. -
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Attorney
King County
After accepting a new role within a firm, the legal professional sought assistance with reducing their tax liability. We prepared a personal tax plan that included strategies demonstrating $7,000 in annual tax savings.
