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Tax Strategy: About Us

We Are Here To Help You
Manage Your Tax Efficiently

TAX STRATEGY
Tax Advisors & Preparers for Small Businesses in Any Location

Our Accounting Tax Strategy is time-tested, court proven, and/or backed by IRS regulation/bulletin/procedure/PLR. Improve your operation, get greater protection and increase your profits by adding a corporation to your business structure.

S Corporation/LLC Tax Strategy Module

15 Steps to Tax Strategy in a Tax Compliant S Corporation or LLC

Fully Installed by our Profit Consultant/CPA

Our No-Risk Guarantee:   If we don’t save you more than the cost of this program, we will refund the difference.

What do you get?

  • Enjoy the protection afforded by the LLC or corporate structure as well as receive tax strategy to maximize your overall business and personal tax savings.

  • We establish for you the “Corporate/LLC Vehicle” strategy to benefit you personally, decrease taxable income and report according to IRS employee benefit regulations.

  • We implement your own “Payroll” strategy to maximize savings on your payroll taxes.

  • Several other strategies, such as HE, OIH, EF, etc., are established based your own business and personal circumstances for your best legal tax position.

  • Participate in weekly one-on-one calls with explanations and to design your personal & S Corporation Strategies.

  • Your Profit Consultant will provide to you 60 days unlimited one-on-one consultation by telephone  regarding your corporation/LLC tax strategy implementation.

  • Thereafter, annual corporate/LLC compliance instructions and documents are provided at no charge for your convenience.

  • Typically completed in just a matter of weeks – your Profit Consultant will handle nearly every detail

C Corporation
Advanced Strategies

12 Steps to Increasing Profits After Taxes and Simplifying Operations

Fully Installed by our Profit Consultant/CPA

Our No-Risk Guarantee: If we don’t increase your net after taxes by double the cost of this program, we will refund the difference.

What do you get?

 

  • We assist/complete the formation of any new entities.
     

  • We analyze your assets, businesses, investment holdings, and personal circumstances to gain a full understanding of your specific situation.
     

  • We adjust or add to established strategies based on your own business and personal circumstances for your best overall results.
     

  • You participate in weekly one-on-one calls to design your C Corporation Strategies and/or Family LLC.
     

  • After completion of our sessions, we will provide 60 days unlimited additional consultation by telephone regarding your strategy implementation.
     

  • Thereafter, annual corporate compliance and LLC instructions and documents are provided at no charge for your convenience.
     

  • Typically completed in just a matter of weeks – your Profit Consultant/CPA will handle nearly every detail.

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San Francisco

201 Spear Street #1100
San Francisco, CA 94105

San Mateo

1900 S. Norfolk St. #350
San Mateo, CA 94403

Santa Rosa

131 Stony Circle #500
Santa Rosa, CA 95401

Oakland

1300 Clay St #600
Oakland, CA 94612

Walnut Creek

1990 N California Blvd #800
Walnut Creek, CA 94596

San Jose

111 N Market St #300
San Jose, CA 95113

©2024 by Records In Order

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