Tax Strategy

This is a term we created because nothing else adequately described the pioneering work we were doing in tax avoidance.

We found there were some favorable tax treatments in the code that nobody was taking advantage. That made us think, if tax preparers were not taking advantage of favorable tax codes, what else were they missing? It turned out A LOT.

That was more than a decade ago. Since then we have found more favorable, seldom used, tax codes. But more important, we began combining different sections of the code, that had no obvious tax savings attributes, into tax cutting strategies. Hence the term we coined.

Today we have a collection of tax strategies that we customize to fit the specific circumstances of individual clients.

We have only one significant client that was already doing everything they could to save taxes. They came to us because of our world class service. Some tax professionals have terrible service.

If you want to know more about tax strategy, make an appointment here – https://calendly.com/elliscpa/60min.

Or call (970) 242-5040.