Advanced Tax Reduction Strategies: Beyond Retirement and Deductions

by | Jun 22, 2021 | News

If you have been told that tax reduction planning is no more than retirement planning and deducting expenses, this couldn’t be further from the truth! Ratio CPA specializes in tax planning for small and medium businesses (and business owners!) – and we have so much more to offer than IRAs and HSAs!

Carrying back Net Operating Losses (NOLs), ERTC, Qualified Opportunity Zones, Research and Development tax credits, 1031 exchanges, green energy tax credits, cost segregation, land conservation, insurance planning… You might have read about these advanced tax reduction strategies and know they can potentially save you tens of thousands in taxes – but how? And do you qualify?

Who can use these strategies? 

These strategies are available to W-2 earners, self-employed individuals, business owners and partners alike – though in some cases you must meet specific criteria.

What tax savings can I expect?  

Your unique financial and tax situation will ultimately impact your tax savings – but most of our clients save between $20,000 and $100,000+ in taxes annually.

How will Ratio CPA help me regarding these strategies? 

We create custom tax plans for our clients that match them with an ideal strategy (or strategies) depending on various factors: your income, local, state and federal regulations, expected ROI and other considerations. We will also calculate best-case scenarios for savings – you’ll be in the best of hands!

Want more information? Schedule a consultation. We do so much more than just retirement planning!