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FROM THE FOUNDER

Tax Plan Wealth is here to help you fix you focus, fix your financials, and facilitate good decisions. Feel free to schedule a no obligation appointment with me so we can talk about the future of your business.

– Ron Fossum

Set an appointment using the link above, and read Ron’s list of the 14 most common mistakes that pierce the corporate veil and puts all your personal assets at risk!

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Tax Planning

What is Tax Planning?

Tax planning is the analysis of a financial plan from the tax perspective. The goal of tax planning is to ensure tax efficiency for your corporation. Through tax-planning, all elements of your financial plan work together in the most tax-efficient way possible. It is an essential part of a corporation’s financial plan. Reduction of tax liability are crucial to your success.  

For a small business, minimizing the tax liability can provide more money for expenses, investment, or growth. In this way, tax planning can be a source of working capital. Effective tax planning increases your corporation’s cash flow, enhances net profits, and creates opportunities for growth, as well as reduces your current tax obligations. Through efficient planning and structuring of business transactions, we can help clients avoid overpayment of tax obligations and seize opportunities for growth. 

Our firm’s success is built on our relationships with our clients. We work closely with our corporate clients’ in-house personnel to better understand the company’s business and its tax planning needs and goals. Based on this understanding, we carefully tailor our tax planning strategies to address your specific needs. 

How Does Tax Planning Work? 

After a simple 15-30-minute no obligation assessment, we will determine if we can substantially reduce your tax burden. If so, we will develop a tax savings plan utilizing our exclusive Tax Planning. Tax Planning provides a clear tax reduction plan that is customized specifically to you and your business. 

Sources of tax savings, along with implementation plans, are highlighted and summarized so you can be confident that the savings are real. You can expect that the total reduction of your taxes will be substantially higher than the cost of the service itself.  

Let Us Help

Here at Tax Plan Wealth, we understand that all individuals, companies, and accounting systems are unique. We are a client-centered firm whose primary objective is to deliver value to those that we serve. We offer tax credit, tax incentive, and cost recovery services for corporations backed by our Tax Plan Wealth Guarantee. Our team of experts are well-versed in our respective fields are here to answer all your questions.  

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