BUSINESS TAX
Most accountants do a fine job recording history – the history you give them! They compile monthly, quarterly, and annual books and records. At tax time, they put the “right” numbers in the right boxes on the right forms, and file them by the right deadlines. But then they call it a day. But is that all you really want?
To minimize your taxes, you need a plan. You need concepts and strategies that leave more on your bottom line, without raising “red flags” or straying into “gray areas.” It doesn’t matter how good your current accountant is with a stack of receipts on April 15. If you haven’t planned right, by April 15 it’s just too late. Have you organized your business right? Do you have the right benefit plans for yourself and your employees? Do you have the right retirement plan to prepare for your future. Are you taking advantage of all the legitimate deductions, credits, loopholes, and strategies the tax code offers?
If you want to keep every dollar the law allows, you can’t afford to wait until April 15. You need a plan that takes advantage of every legal deduction, credit, loophole, and strategy available. EFG Financial’s Certified Tax Coaches™ focus on proactive tax strategies to save you money before April 15. They don’t just record history – they help you write it. Take Charge of your tax bill with a ProActive Plan and stop wasting money you don’t have to spend!