Want to save up to 75% on your tax bill this year? This is your chance.
Before we share how we do this, we want to take a moment for you to consider what this savings could do for you.
Most of our clients save tens of thousands of dollars (and a lucky few have saved hundreds of thousands of dollars).
They were able to
- =Invest this money in their retirement and future plans.
- =Take that long put off vacation that’s been on their bucket list.
- =Purchase the equipment that took their practice to the next level.
- =Buy rental properties (with cash) that will pay them for years to come (and make it even easier to rack up tax deductions)
So what would you rather do? Send most of your profit to the IRS, or use their rules (that most don’t even know about) so you can invest that money in what is important to you?
Here’s the thing…
Veterinary practices have a lot of moving pieces when it comes to their accounting and tax planning. While most financial professionals are able to ensure your basics are covered, most are unaware of the more nuanced strategies you could be using to lower your tax bill every year.
We specialize in working with veterinary practices, we know the ins and outs of Tax Law, and methods to lower your tax bill so you can keep the profit you are entitled to!
Starts At $8500 Per Plan
$8500
- The fee for Tax Strategy Planning is $8500 + 10% of the tax savings we helped you create based on last year’s taxes (If you save less than $10,000 you will not be charged the additional 10%). We also may offer discounts for starting early in the year which will give us more time to implement your tax-saving plan. Implementation services will be quoted separately.
Your Financial Picture
To understand how we can best help, we will look at your last 2-3 years of taxes to identify opportunities for tax savings. We will also examine your income and expenses for the current year-to-date so we can make projections of what your finances will likely look like when it’s time to file your taxes and can plan accordingly.
Your Goals
Before we put together a tax strategy it is important to understand your personal, business, real estate, retirement, and any other goals you have. With the right planning, we can often channel funds into these goals in a way that also reduces your tax burden. This alone could put you on a path to achieving these goals much quicker than you think!
Explore Your Options
Once we have all of the above information we will bring together a list of potential strategies that will reduce your tax burden. We will provide a written document with the strategies we recommend including charts and what to consider for each strategy. We will also provide you with a projection for how much money we estimate you will save on your taxes this year and in future years. By the end of this step you will have everything you need to make informed decisions about which tax strategies you would like to implement.
Your Finalized Tax Plan
Based on your decisions from our proposed strategies we will provide a detailed plan that includes all of the steps for reducing your tax burden that you can implement on your own, or have us do the heavy lifting for you with one of our implementation packages.
Altogether, Tax Strategy Planning will take between 4-6 weeks and is provided completely virtually so no matter where you are in the United States we can work with you.
The fee for Tax Strategy Planning is $8500 + 10% of the tax savings we helped you create based on last year’s taxes (If you save less than $10,000 you will not be charged the additional 10%). We also may offer discounts for starting early in the year which will give us more time to implement your tax-saving plan. Implementation services will be quoted separately.
The best part? All of our fees are tax-deductible, meaning you can write off your investment next year as an “Administrative Expense.”
You will also receive a full year of email support should you want to revisit any part of your strategy or have questions that come up later.
This service is specifically designed for Veterinary Practices and is a great opportunity if you:
- Have been in business for at least 3 years.
- Have paid more than $10,000 in taxes.
- You want to increase your tax refund next year, and/or reduce the taxes you’re paying by up to 75%.
- Have not worked with a tax strategist before – or you have and want to know how much more you could be saving.
- Want to keep more of your profit to invest in things that are important to you.
Curious how much you could be saving? Schedule a free consultation today!
