Income Tax Strategy

What’s Your Tax Strategy?

Perhaps the most important innovation ever at ProVision is our unique system for creating personalized tax strategies for each of our clients. A tax strategy is more than just WISHING you could pay less taxes. A ProVision Tax Strategy ensures you are paying the least amount of tax allowable by law, regardless of your business or investment situation.

We begin by paying close attention to your personal and financial goals and dreams. Then we carefully analyze your current business and investments to uncover deductions and other permanent tax saving opportunities. We devise a flexible entity structure and tax plan that will serve as the basis for tax savings for the rest of your life.

But we don’t stop there.
We walk you through every step to implement your strategy.

We teach you everything you need to do to make sure your plan works for you. We will work with your bookkeeper or controller to make sure income and expenses are properly classified and documented for the IRS. And we will work closely with other members of your financial team, including your attorney and your investment advisor, to help them understand their role in your tax strategy.

Taxes are the number one expense of any business or investor. That’s not surprising when some businesses and individuals are taxed at a 50% rate. And yet, taxes may get the least attention of your major expenses. Our Tax Strategy services provide you with the tools and knowledge to permanently minimize your taxes.

But your active participation is essential. We are happy to do the heavy lifting, and we work hard to free you from unnecessary effort. At the same time, your understanding of the process is key to long-term success. So your ProVision Tax Strategy necessarily involves more than just creating the plan. We guide you progressively in your tax strategy, empowering you to take full advantage of the opportunities to save.

ProVision Tax Strategy Services include:

  • One-on-one meetings with your ProVision strategist
  • Reviewing your current tax structure
  • Customized personal tax strategy
  • Recommended entity structure with the specific entities you need now and in the future
  • Specific recommendations on how to legally increase your tax deductions
  • Step-by-step action plan
  • Ask Tom Online (Learn more)
  • Ask Tom Live (Learn more)
  • Online courses (Learn more)

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