Most business owners pay more in taxes than they should and are totally blind to the simple legal tax strategies available to them that can instantly put more money in their pockets every year — which means more money for your family, more freedom and a bigger opportunity to build a lasting legacy.
A Certified Tax Coach designation provided by the American Institute of Certified Tax Planners. Certified Tax Coaches complete comprehensive education focusing on long-term, high-impact proactive tax planning strategies.
Likely not. You should ask yourself, when was the last time my tax preparer brought me an idea that saved me money on tax? Most tax preparers are focused on tax compliance when filing your return and generally are not in a position during tax season to give you proactive tax advice. At Cary Tax Planning, we work with you to create a customized Tax Plan designed to reduce your taxes going forward. Proactive planning is the key to saving money on your taxes.
Technically, no. Individual taxpayers can benefit from tax planning. However, there are more opportunities for business owners, independent contractors, real estate investors, and long-term investors.
Cary Tax Planning is a law firm and we focus on legal strategies to reduce your tax bill.
First step is to schedule a consultation. We offer a no-cost initial consultation so we can learn more about your tax situation.
In most cases, it takes about 30 days to put together a comprehensive tax plan.