Tax Strategies

The fastest way to put money in your pocket, is to reduce your taxes with a tax strategy. Our creative tax strategies have one over-riding objective – to increase your wealth.

What is a tax strategy?

 

Taxes are the number one expense of any business or investor and 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 identifying your business, personal and other financial goals. Then we carefully analyze your current business and investments to uncover deductions and other permanent tax saving opportunities.

Lastly, we devise a custom and flexible entity structure in addition to a tax plan that will serve as the basis for tax savings for the rest of your life.

1. Find an Advisor
Evaluation of your current wealth situation and a new understanding of how to find the right advisor for you, even if it’s not us.

2. Design
Creation of a custom strategy and action plan to accelerate your path to financial freedom.

3. Implement
Coordination between your team of advisors to execute your strategy and achieve your vision.

4. Report
Maintaining corporate formalities, developing reports to show the progress of your strategy and identifying any needed changes.

5. Protect
Confidence that your assets are protected and your team is prepared to defend your strategy in a legal situation.

On average, our clients reduce their taxes by 10-40%*

It’s not as hard as one might think. Especially, when you consider that 90% of the tax code is written to benefit entrepreneurs and investors. It’s about more than Tax Returns and Tax Planning… It’s a Plan of Action.

*When compared to the previous strategy of clients who have completed and implemented thier ProVision Strategy. Individual results of a ProVision strategy vary. Nothing contained herein should be construed as a guarantee of ProVision Services.

Facts

If you want to change your tax, you must change your facts. Your strategy begins with identifying your current facts.

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Goals

The goals you have for your business and investments shape your future facts. These facts heavily influence your tax strategy.

Structure

A detailed review of your existing structure to determine what needs to change from a tax and asset protection standpoint.

Entity Diagram

Identify the type of entity (entities) to use now and in the future, including how each should be taxed. Determine the state(s) to organize and/or register each entity for income tax purposes.

Deductions

Identify deductions you are not claiming but could be claiming. Pinpoint how to properly claim and document business and investment expenses.

Entity Benefits

Understand how to use your existing and new entities in your day-to-day operations to maximize and protect your tax benefits.

Reporting your Strategy

 
The way we conduct tax filings demands much finer attention and creativity than most accountants can offer. We are committed to seeing the process all the way through.

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Income Tax Strategy

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International Tax Strategy

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Tax Return Preparation

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Tax Consulting

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Estate Tax Planning

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Multi-state Tax Strategy

Client Reviews

We have really enjoyed working with the Provision Team! They have become trusted advisers and friends. The team gets to know the client dreams and goals and then gives the best advice on how to get there.

 

Scott & Carole Michalak
Client

I’ve been working with Provision for a few months now and were coming to the end of the year. So far I’m extremely happy with with their services. The team they set me up with are extremely informative and I’m excited to see how they do with my tax savings.

 

Mitch Schwitters
Client

The Provision Team are incredible! We have always received personalized attention. Our unique tax planning needs have been discussed in detail and various strategies have been offered to us. We have even been taught how to invest differently so that we can maximize the tax code.

 

Josh McCallen
Client

Start your wealth strategy today.

A new kind of CPA firm for entrepreneurs and investors. We offer innovative strategies for building net worth.

Contact

Phone

Office: 480-467-4400
Toll-Free: 866-467-5809
Fax: 480-467-4444

Office

1501 W Fountainhead Pkwy #650
Tempe, AZ 85282

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