Average annual income tax savings: $37,000+ Tax planning is a comprehensive, custom analysis of your tax structure and finances, undertaken to determine strategies for lowering your tax liability – both for your business and for you as an individual.
This is where we excel over the competition: our strategies are not limited to just tax-advantaged purchases or funding retirement plans. We bring our clients bona fide tax strategies, including Research and Development tax credits, green energy projects with Investment Tax Credits, 1031 exchanges, charitable donation deductions with an ROI, and many others. We take the guesswork out of taxes and tax reduction planning.
1. TALK WITH US
Not everyone is a good candidate for tax planning. To see whether we can benefit you, we ask you to schedule a complimentary virtual consultation. We may also ask to see your tax returns
2. RECEIVE YOUR PLAN
It takes us approx. 4 weeks to research your custom tax plan. Each tax strategy will be explained to you in detail – including comprehensive projections based on your tax returns and earnings.
Your plan will contain an average of 3 to 10 tax reduction strategies. Once implemented, you will see tangible tax savings on your next tax return.
Your peace of mind is important to us
Your tax plan will be prepared by a licensed CPA with over 20 years of tax experience. You will be in the best of hands.
As a licensed CPA firm, we are required to act with professional responsibility as outlined by the Internal Revenue Service.
We work with clients in all 50 states, use bank-level security for document sharing, and host virtual meetings to make things easier and more convenient for you.
CHY offers a variety of tax-related services.
Yearly Book Keeping (subscription)