CPA Tax Reduction Planning
Tax Planning Services
Our flagship consulting service. Clients save an average of $37,000+ in taxes on an annual basis. Every year. Even if you are already working with an accountant.
Ratio CPA offers a free consultation and tax return analysis. Schedule a consultation today:
Ratio CPA puts an emphasis on tax reduction planning. This is the service that will help you lower your tax burden, adds the most value, and what makes us stand out as a CPA firm.
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.
We Analyze:
- Your deductions
- Your legal entity structure
- Your retirement and insurance structures
- Business and self-employment tax reduction strategies
- Advanced tax planning strategies (e.g. R&D tax credits, Investment Tax Credits, 1031 exchanges…)
- Strategies for high-income individuals, also with a W-2 as a main source of income
- Custom client requests (such as purchase/sale of a business, real estate strategies, capital gains, setting up college funds for young children, etc.)
- Your compliance with IRS regulations
The Result:
Our average client saves $37,000+ on an annual basis – $185,000+ during a 5-year period
There is no need to change your current CPA / accountant unless you want to – we can either limit our services to consulting on tax reduction planning OR take care of all your tax and accounting needs.
OUR CLIENTS