Tax Planning for Small Business Owners
Small business owners who want to be sure they pay the lowest taxes possible can’t hand their accountant a stack of receipts in March and expect them to work magic. The key to managing tax liabilities is proactive planning. Start planning your tax strategy today by working with the specially trained accountants at Barclay Advisory Consulting.
Our advanced education as a Certified Tax Coach means we have the skills to mitigate tax obligations, boost your personal income, and increase profitability for your business. We're constantly studying the tax code and developing new techniques that take advantage of every legal means available to save our clients the most money on their taxes.
Tax Strategies for Small Businesses
Our plan for reducing your taxes starts with a comprehensive tax strategy that will act as the roadmap to reducing your tax burden and increasing your wealth. First, we’ll schedule a time to talk with you and learn about your financial situation. Then you’ll complete a brief questionnaire and provide copies of past tax returns. We’ll use all of this information to conduct extensive research and explore a variety of options for reducing your taxes over the next couple of weeks. When we’re done, we’ll deliver our findings in a personalized Tax Strategy.
Your Trusted Tax Advisor
When you sign on with Barclay Advisory Consulting, we strive to build a longstanding relationship as your personal tax advisor. You can count on us to be courteous and responsive when you have tax questions and financial concerns and we will always look out for your best financial interests. When we get your business we make it our business to constantly revise and update your tax strategy as tax laws change so you can be confident that you stay compliant with new regulations and always get the best tax savings possible.
How to Get Your Tax Strategy
We believe in developing a proactive strategy that works all year long to manage tax exposure. When you work with us, we tap into our skills as a Certified Tax Coach to find every legal means possible to save you money on taxes so you can increase your business profits and your personal wealth. You’ll never overpay because we’ll make sure you take advantage of every available tax credit, deduction, and legal loophole to reduce your tax burden.
Working with our TX accounting firm offers the potential to save you and your business thousands of dollars in taxes. Getting started is easy so contact us now. Here’s how it works:
1. Meet Your Tax Coach
First, we’ll set up a convenient time to learn about you and your finances. We’ll ask you about your business, your current financial situation, and your long-term goals.
2. Complete a Tax Questionnaire
Next, you’ll complete a brief questionnaire to provide more detail about your investments and your business entities (S Corporation, LLC, Limited Partnership, etc.). We’ll also ask for copies of some of your past tax returns and any other information you can tell us about where your money goes.
3. Get Your Tax Strategy
Now we get to work! It typically takes about two weeks to create your tax strategy. During our process we’ll evaluate all of your information and consider a variety of techniques for reducing your taxable revenue and income. When your plan is complete we’ll lay it out in clear language and deliver it to you to review. We also schedule a follow-up call to answer any questions or concerns.
4. Put Your Tax Plan in Motion
As a Certified Tax Coach, part of service includes help implementing your plan. We want you to see big tax savings as planned so we’ll provide the dependable financial guidance and advice you need to reduce your taxes, grow your wealth, and have continued success with your business.
Schedule Your Tax Strategy Session!
Get started now by calling (972) 632-0450 or request your consultation online.