As a top-ranked tax and accounting firm, Ratio CPA puts an emphasis on our tax reduction planning services. This is the tax advisory 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. Tax planning is not income tax preparation, which is the annual preparation and submission of your income tax returns. We offer tax reduction planning services to both businesses and high income individuals.
We work with you to 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 (e.g. purchase or sale of a business, real estate strategies, capital gains, setting up college funds for young children)
- Your compliance with IRS regulations
Resulting in…
Our average client saves over $57,000 on an annual basis, totaling over $285,000 during a five-year period. That’s a nice chunk of change that can be used for a major down payment or other investment!
There is no need to change your current CPA or accountant to work with Ratio CPA, as we can limit our services to consulting on tax reduction planning. If you’re searching for a partner for your long-term financial goals, we can also take care of all your tax and accounting needs.
Business Tax Planning Strategies
When it comes to tax reduction planning for your business, it can be hard to know where to start. You’ll find a myriad of business tax planning strategies and advice columns online, but how do you know which strategies are right for you and whether these strategies are compliant with tax law? If you try to navigate tax reduction on your own, you may find yourself quickly overwhelmed in the rules, terms, tax code, and strategy implementation. By working with Ratio CPA, you’ll have a trusted CPA on your side to review your business’s specific tax situation and recommend the right tax reduction planning strategies for your long term goals. Whether you’re self-employed or managing a medium-sized business with employees reporting to you, we can help you identify advanced tax planning strategies through our comprehensive business tax services.Individual Tax Planning Strategies
Whether you are a W-2 income earner or receive 1099s or K-1s, we can help you decrease your income tax liability. Ratio CPA offers advanced tax reduction strategies that will directly lower your federal and state income taxes, without focusing on the usual 401(k), HSA, IRA, and real estate strategies offered by other firms.
In addition, you do not need to wait years to realize your tax savings, since you will see your income taxes lowered on your very first tax return!
What Our Clients Are Saying
Douglas Walled, MDRadiologist | Educator | Entrepreneur
“Paulina at Ratio CPA is a consummate professional. I have used a number of CPA’s in the past and was serially underwhelmed with their churn & burn, do paperwork and then collect fees attitude. Ratio is a completely different world of service AND results. We developed a personalized strategic tax plan over multiple meetings with all questions answered, client education, and ready availability. I have learned more about taxes with Paulina and Eli at Ratio in a few months than I have in the 10 years of adult life before that. They stand by their service at Ratio, and literally in the first year doing my taxes TRIPLED my return. They expect they will do even better next year with time to plan and strategize and I can’t wait to see it! THANK YOU, PAULINA!”
Angelo PresselloCEO of Directpl
“I have worked with Eli Keren from [Ratio CPA] since 2016. Eli is easily the most responsive and proactive person I work with regarding my US business. He is well-informed, gives good advice, and always presents options – this makes it much easier for me to make good decisions quickly. Eli could give seminars in how to provide outstanding customer service. I recommend Eli and [Ratio CPA] unreservedly. Eli is simply the best!”
Aksh GuptaCo-Founder and CEO at Occasion
“I have worked with Eli and the team for two years now. I started with tax strategy and filings for one company in the first year, and now, I have given them all my businesses. Very professional and clear in communication.”
