The fastest way to put money in your pocket, is to reduce your taxes with a tax strategy. Our creative tax strategies have one overriding 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.
Our 5 Step Approach
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.
Our Tax Strategy Success
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. Ready to take the next step? Contact us today.