Do you run your own business, professional practice, real estate or farm? Are you managing an investment portfolio?
When would you like to know if you are paying too much in taxes? Next year, 5 years from now, or TODAY? If you do not have your own Personalized Tax Plan, then you are definitely using the IRS’s Tax Plan. How does that make you feel?
The truth is, most accountants do a fine job recording your history. But that alone will not save you money on April 15 – and it definitely will not make you more money.
At The CPAdvantage! LLC, we do more than record your history – we help you write it. We use proactive strategies to address the needs of your specific situation so you can meet your financial goals.
When was the last time your accountant came to you
with an idea to save you money?
To minimize your taxes, you need a plan. You need concepts and strategies in place so you don’t waste your money on Uncle Sam, but can save your hard earned cash to help pay for college, retirement, charity and what’s important to YOU.
Have you organized your business correctly?
Have you considered multiple entities to take advantage of income shifting, upstreaming, benefit planning, legal protection.
Are you taking advantage of all the legitimate deductions, credits, loopholes, and strategies the tax code offers.
We give you the plan you need to minimize your tax. And we do it without raising “red flags” or using abusive tax schemes or aggressive strategies.
“Jim got me into this plan, an IRS approved plan, that allowed me to convert expenses, expenses I wasn’t getting any real deductible benefit for, how to convert those expenses to legitimate deductible business expenses. He showed me how to legally reduce my taxes. It has saved me an average of over $3,300 a year. I plan on being in business many years, this is incredible savings to me.” – J.U., Whitehouse
6841 Providence St, PO Box 2673
Whitehouse, OH, 43571
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