Expert Tax Planning for Entrepreneurs & Real Estate Investors
Are You Paying Too Much on Your Tax Bill?
Taxes can take up 30-50% of your annual income, and many entrepreneurs and real estate investors miss out on proactive tax planning from their CPAs. Our team helps you pay the lowest amount of taxes legally—throughout the year, not just at filing time.
Making over 6 Figures As a Business Owner, W2, or Real Estate Investor.
Then You Require a Proper Tax Plan—Not Just a Filing.
Each year, we review hundreds of tax returns from potential clients and find that over 80% have errors or missed opportunities to pay less taxes.
If you're serious about scaling your business or portfolio, it's time to upgrade to a tax advising team that can maximize your tax savings.
Schedule a free consultation today with our business tax consultant and start getting your time back.
Save Thousands on Taxes and Focus on Growing Your Business and Wealth
1.
Kick-Off Call
We help you keep your hard-earned money where it belongs—in your pockets. Our tax advising services will help you take control of your finances and give you peace of mind that you're doing everything right.
2.
Tax plan to get your time back and worry less
Your personalized plan on tax reduction strategies. Our recommendations and action steps for implementation will be documented here so that you can reflect back on them at any time to keep your tax planning on course.
3.
Minimize your tax bill take your business to the next level
You can count on our tax strategy service to provide you with a plan to minimize tax bills and ensure you're not missing out on major opportunities for tax savings. Our clients generally recoup their investment in 1-3 years.
How Our Tax Planning Service Works
Step 1: Onboarding & Discovery
We start by collecting basic information and having a Kick-Off Call to introduce you to your Tax Advisor. You'll discuss your current situation and future goals. From there, you'll work closely with your Tax Advisor over a 30-45 day window to identify opportunities and develop a tax plan to minimize your tax bills.
This includes...
- Client Onboarding Questionnaire
- Review of Prior Year Tax Return & Accounting System
- Kick-Off Call with your dedicated Advisor
Step 2: The Planning Phase
During the planning phase, you'll work closely with your Advisor over a 30-45 day window to identify opportunities and develop a tax plan to minimize your tax bills.
What you get:
- A written tax plan summarizing each strategy
- Clear action steps to capture the benefits of each strategy
Step 3: Ongoing Support
After the initial Tax planning phase, your Tax Advisor will continue to support you throughout the rest of the year as your business venture grows.
Ongoing Support includes:
- Email support
- Semi-annual or quarterly check-in calls
- Review of financial performance and accounting
Minimized Tax Bills
We'll make sure we have created a plan to minimize tax bills and ensure you're not missing out on major opportunities for tax savings. Most clients get back their investment in 1-3 years.
Tax Planning FAQs
Get a Custom Business Tax Plan That Puts Money Back Into Your Pocket.
Connect with one of our expert tax advisors to learn more about our services and how CEOHAVEN can help you and your business.