Do you feel like you're paying too much tax?
Are you afraid of the IRS?
Does the IRS scare your Tax Professional?
Do you feel like you need a better Tax Professional?
Reducing tax liabilities for future years.
Structure plans that minimize IRS audit Risk
Help to avoid costly penalties or unnecessary interest.
Grow and preserve assets by optimizing tax liability.
Defer income so you can keep more money now and pay taxes later.
Reduce taxes on your income to keep more of what you make.
Reduce taxes on your estate so your family keeps more of what you've made.
Reduce taxes on your investments so you can grow wealth faster.
Reduce taxes on your retirement distributions so you can make the most of your retirement savings.
Reduce taxes on your gifts so you can give more.
GET STARTED TODAY
See How We Can Help You Build And Grow Your Assets
Here's just a few of the Tax Saving Strategies we use...
Accelerating the depreciation of a real asset which will offset income and reduce tax liability.
Creatively implementing tax deductions by structuring your money to pay for things you enjoy, such as a vacation home.
Splitting income among several family members or legal entities in order to get more of the income taxed in lower brackets.
Shifting income or expenses from one year to another in order to utilize a lower rate.
Using certain investments to produce income that is tax-exempt from either federal or state (or both) taxing entities.
Recommending investment that allows for certain depreciation dedications and amortization that will lower your tax liability.
Remember, we work for you, not for the IRS. Many of our clients have experienced tax reductions through careful planning and legitimate tax strategies.
Listen to David's Podcast
David A. Perez is the #1 Authority for Tax Businesses that want to Build a Team, Gain New Customers, and Increase Fees Per Client.
David's program Tax Business Growth Academy has helped 1,000's of Tax Business Owners scale and grow their business so that they can stop working in their business and start working on their business.
SNAPSHOT
We gather and analyze your current tax information and create a mock tax return - no surprises in how much you will owe.
REVIEW & COMPARE
We present side by side scenarios (current situation vs potential situation) and provide recommendations for future ways to save and a better tax outcome.
IMPLEMENTATION AND ONGOING PLANNING
We implement a forward-looking strategy to maximize future earnings and check in quarterly for potential changes in your tax situation and/or tax law.
956-382-7020
support@davidaperez.com
Do you feel like you're paying too much tax?
Are you afraid of the IRS?
Does the IRS scare your Tax Professional?
Do you feel like you need a better Tax Professional?
Reducing tax liabilities for future years.
Structure plans that minimize IRS audit Risk
Help to avoid costly penalties or unnecessary interest.
Grow and preserve assets by optimizing tax liability.
Defer income so you can keep more money now and pay taxes later.
Reduce taxes on your income to keep more of what you make.
Reduce taxes on your estate so your family keeps more of what you've made.
Reduce taxes on your investments so you can grow wealth faster.
Reduce taxes on your retirement distributions so you can make the most of your retirement savings.
Reduce taxes on your gifts so you can give more.
GET STARTED TODAY
See How We Can Help You Build And Grow Your Assets
Here's just a few of the Tax Saving Strategies we use...
Accelerating the depreciation of a real asset which will offset income and reduce tax liability.
Creatively implementing tax deductions by structuring your money to pay for things you enjoy, such as a vacation home.
Splitting income among several family members or legal entities in order to get more of the income taxed in lower brackets.
Shifting income or expenses from one year to another in order to utilize a lower rate.
Using certain investments to produce income that is tax-exempt from either federal or state (or both) taxing entities.
Recommending investment that allows for certain depreciation dedications and amortization that will lower your tax liability.
Remember, we work for you, not for the IRS. Many of our clients have experienced tax reductions through careful planning and legitimate tax strategies.
Listen to David's Podcast
David A. Perez is the #1 Authority for Tax Businesses that want to Build a Team, Gain New Customers, and Increase Fees Per Client.
David's program Tax Business Growth Academy has helped 1,000's of Tax Business Owners scale and grow their business so that they can stop working in their business and start working on their business.
SNAPSHOT
We gather and analyze your current tax information and create a mock tax return - no surprises in how much you will owe.
REVIEW & COMPARE
We present side by side scenarios (current situation vs potential situation) and provide recommendations for future ways to save and a better tax outcome.
IMPLEMENTATION AND ONGOING PLANNING
We implement a forward-looking strategy to maximize future earnings and check in quarterly for potential changes in your tax situation and/or tax law.
956-382-7020
support@davidaperez.com