an individualIZED approach to tax mitigation
Expert tax strategy modeling, implementation and reporting!
an individualIZED approach to tax mitigation
Expert tax strategy modeling, implementation and reporting!
WHO ARE WE?
Tax Planning & Preparation
Tax Planning & Preparation
Tax Planning & Preparation
Annually, tax strategy provides a road map for proper tax reporting and preserving your hard-earned income. We undertake a deep discovery process where we take the time to understand you, your family, and your unique values, goals, and objectives.
We act strategically and collaborate with our professional network to provide and ensure seamless implementation of solutions that are part of an integrated approach to tax mitigation. This involves creating a personal financial infrastructure that minimizes what you pay in taxes while managing wealth.
The appropriate tax strategies can result in very complex tax returns. Our understanding of the tax law for those strategies coupled with our tax preparation process allows for accurate and timely tax filing, that keeps you in compliance with the various government agencies.
Taxable Event
Tax Planning & Preparation
Tax Planning & Preparation
Scared you will owe a ton in taxes because of a taxable event? If so, we can potentially help by using proven strategies to defer or lower your tax liability.
Examples of Taxable Events:
- Business experienced a boost to the bottom line.
- Made an unexpected bonus.
- Realized major gains.
- Sold assets or business for major gains.
- Marriage, divorce or death changed your tax status.
Executive Compensation
Tax Planning & Preparation
The Steps to Our Tax Strategy Process
Executive Compensation can be very complex and requires the use of wealth management and tax planning to allow you to structure your compensation and benefits packages to be partially non-taxable or tax-deferred. Below are a few of the compensation packages Tax Path Advisors can help you navigate:
- Employee Stock Purchase Plan [ESPP]
- Restricted Stock Units [RSUs]
- Incentive Stock Options [ISOs]
- Employee Stock Ownership Plan [ESOP]
The Steps to Our Tax Strategy Process
The Steps to Our Tax Strategy Process
The Steps to Our Tax Strategy Process
- Help the client gather ALL of the necessary information that has an effect on their current and future taxable income.
- Align the appropriate tax strategies for each type of income with the personality type and financial plans of the client.
- Perform a full tax analysis to produce a report that optimizes the client's tax results.
- Discuss those results with the client.
- Work with the client and a wide network of providers to implement those strategies.
- Accurately report those strategies on the tax return for the years that apply.
We Are Different
The Steps to Our Tax Strategy Process
We Are Different
- We hold your hand all year long.
- Proactive communication
- We only focus on Tax Strategy, Tax Preparation and Tax compliance for High-Net-worth Individuals and their businesses.
- Big event for us is tax planning in the fall.
- Tax returns filed accurately and on time.
- Fixed pricing, all inclusive & quoted up front.