Most businesses are not doing strategic tax planning and they pay unnecessary taxes.
Our tax planning and preparation philosophy is as Judge Learned Hand wrote in a 1934 tax court decision—
“Anyone may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the Treasury; there is not even a patriotic duty to increase one’s taxes.”
Our staff has the expertise and the answers:
- Member of the Advisory Council to the Missouri Director of Revenue
- Past President of the Missouri Association of Tax Practitioners
- Wrote a state tax training guide for one of the national tax franchises
We also contract with three separate professional tax research services so when you have a tough tax issue, you don’t just get our opinion, you get an answer supported by outside research.
In addition to tax return preparation, we offer our exclusive OPTIONAL: Comprehensive IRS Audit Service Protection. This service takes the fear out of getting one of those dreaded letters from the IRS in your mailbox. We respond to all IRS correspondence and any IRS audits at no additional cost to you. When we started this service years ago other accountants said “NO WAY”. We stand behind our work so we never had a doubt. Now others across the country are starting to imitate us but that’s ok. We’re flattered they finally have enough confidence in their work to follow our lead.
Year End Tune Up (tax planning for the self employed): Every business decision you make has the potential to change your tax liability by thousands of dollars. Our most successful clients come in for a strategic year end planning session so they can minimize the share of profits they have to give to the government.
The Future? Somehow those things we put off until tomorrow never seem to get done.
Platinum Annual Retreat for Wealth and Asset Protection Planning: With this service we offer free unlimited phone consultation throughout the year. Then, after April 15 you come in for an annual retreat where we spend an hour reviewing your entire financial health. During this consultation we target some of the following areas: wills, trusts, disability insurance, liability insurance, life insurance, retirement planning, college funding, who takes care of the kids if you die, wealth management, business succession, planning for ailing parents, etc.
Most so called financial planners want to sell you insurance or prepare a big fancy plan which we know from past experience will just sit on the shelf and gather dust. We target some area every year and set specific goals for the next year.
Working to insure a prosperous future.
