TAXES
Strategic Tax Planning
Tax Savings Need Tax Planning
When it comes time to file your tax return, there are limited options at your disposal to reduce your taxes. When you're really looking to save significant tax dollars, you need to be executing on a tax planning strategy during the year. This is because much of what gets reported on the forms that go to the IRS is a record of the transaction that occurred during the year.
Unlike most CPA firms that just prepare tax returns and don't talk to their clients again until next year, we've assembled a comprehensive list of tax planning strategies that we actively work on with our clients to achieve unparalleled tax savings. If you're tired of feeling like you're giving away too much of your money to Uncle Sam, we're here to help.It's not uncommon for tax returns filed in previous years to have mistakes on them. Maybe you missed some deductions or credits, maybe you forgot to report some income, or maybe there's other material issues with how the return is reported. We'll consult with you to let you know what the tax impact of amending the return will be, the risks and benefits of amending (or not amending) so that you can make an informed decision.
If the decision to amend your return is made, we'll step you through the process and let you know what to expect. Finally, we'll ensure that any items that will impact future tax years are accounted for on subsequent tax returns.
Our Tax Planning Process
Step One
We'll gather all of your previous years tax returns, and your year-to-date paystubs and other relevant statements.
Step Two
We'll setup a meeting to go over everything and provide our recommendations.
Step Three
We'll help you implement the recommended strategies so you can begin reducing your taxes.
Industries We Serve
While your business is unique, it's unlikely that you're in an industry we haven't served. Below are a few of the industries we have deep experience with.
Find Your Dark Horse CPA
When you work with Dark Horse, you're actually working with your very own Dark Horse CPA, instead of a rotating roster of staff like you get with the traditional CPA firm. Select a specialty below to get matched with the right CPA.
Locations
Because we're entirely cloud-based, we can work with you from anywhere. If you prefer to work with a local CPA, check out our quickly growing list of locations.