CPA Tax Reduction Planning
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, 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, 1031 exchanges…)
- Recent pandemic-related regulatory changes (ERTC, business loans, etc.)
- 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