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Tax Planning / Advisory

Most business owners and high-income individuals overpay in taxes. What does that mean? Every year, millions of dollars in unclaimed deductions and tax credits go to the IRS, instead of funding business development and building wealth. CPA helps its clients lower their tax liability by pinpointing exactly which tax credits, deductions, and tax reduction strategies are available to them.

TAX PLANNING IN A NUTSHELL

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.

HOW IT WORKS

INTERESTED TO SEE IF YOU’VE BEEN OVERPAYING IN TAXES? 

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.

3. SAVE
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.

SCHEDULE A FREE CONSULTATION

Your peace of mind is important to us

Experience

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.

Compliance

As a licensed CPA firm, we are required to act with professional responsibility as outlined by the Internal Revenue Service.

Convenience

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.

Low Value + High Risk

CHAOTIC

  • No formal analytic structure
  • No analyitcs management / occurs in silos
  • Employees’ analytic capabilities vary
  • KPIs undefined: based on ad hoc & chaotic metrics
  • Employees’ Low or mixed confidence in reports capabilities vary
  • Employees’ Low or mixed confidence in reports capabilities vary
  • Lack data-driven decisions
Low Value + High Risk

REACTIVE

  • No formal integrated enterprise reporting
  • Analytics management is departmentalized
  • Employees’ analytic capabilities Employee’s analytic competences vary
  • KPIs focus on the past: asking what happened last week/month/year
Medium Value + Medium Risk

DEFINED

  • No formal integrated enterprise reporting
  • KPIs focus on present metrics/real-time: asking what is happening today and why
  • Defined key metrics shown within dashboards and scorecards
  • Employee analytics competencies vary
  • Analytics management is departmentalized
High Value + Low Risk

MANAGED

  • Integrated enterprise analytics
  • Analytics management and processes exist
  • KPIs focus on future outcomes: measures leading indicators that provide prescriptive changes (e.g. how does changing x, y and z impact outcomes?)
  • Leveraging internal and external data
High Value + Low Risk

OPTIMISED

  • Integrate enterprise analytics (including advanced analytics)
  • Strong analytics management and processes
  • KPIs focus on predictionsL provide strong confidence levels for taking business actions
  • Data science is operationalised
  • Machine learning and AI analysis are used to project KPIs

We're Here To Help!

Secure your financial future today! Contact us now to learn how our expert financial services can help you achieve your financial goals.

And speak to one of our friendly & professional tax expert today!
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Tax Filing Contact Form

We look forward to assisting you with your tax filing needs. Please fill in the information below and we will be in touch to discuss the next steps.
*For any company tax (Corp/LLC) please schedule a free consultation.

1. Personal Information

2. Status

Spouse

Dependents

3. Income

Please choose the number of income

4. Deductions

Please choose number of deduction

5. Insurance

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Application Sent!

Thanks for taking the time to submit your tax information, one of our expert team members will carefully review the information and be in touch within the next 1-3 business days in regards to the next steps. In the meantime if you have any questions or concerns please email us: info@chycompany.com or call us on 1(949) 301-9953
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Tax Filling Services

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CHY offers a variety of tax-related services.

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