Getting Started
Our process is intentionally different...
If you’ve ever met with your tax accountant for less than three hours per year, you may have experienced unanswered questions or wished to explore more optimal, results-driven scenarios. At Arrow Exchange Tax Solutions, we aim to ensure your tax liability and elections are accurate, thorough, and goal-oriented. Our 16 years of experience and education enable us to serve our clients best using this methodology. From your first interaction with us, you’ll find the experience valuable. Our process of collecting information before we meet helps us facilitate a collaborative and meaningful initial consultation.
Our Services
Family & Business Tax Planning
Tax Planning for Income
Tax Monitoring (transcripts)
Tax plan implementation
Audit assurance packages
Tax Preparation
Client Advisory Services
Bookkeeping
Tax Resolution
Who We Serve
Arrow Exchange Tax Solutions is dedicated to saving our clients the most money on taxes. As a Certified Tax Planner with special training in high net worth tax planning, our tax firm has years of experience creating personal tax solutions for business owners and individuals.
Our tax services are best suited for:
Business Owners
Entrepreneurs
Individuals with real estate
Individuals with multiple streams of revenue
Doctors
Dentists
Farmers
International/Foreign Tax Payers
At Arrow Exchange Tax Solutions, we strive to make your tax planning experience as seamless as possible. Our process is designed to ensure you receive the best service right from the start. We are not your typical tax professional, so our onboarding process may differ.
If you’re interested in becoming a client, please complete the following steps. This ensures that you are serious about tax planning and ready to provide information that will help us determine if we are a good fit for you.
Step 1: Create an Account
Begin by creating an account on our TaxDome client portal. This secure platform will be your hub for all tax-related activities. This will allow you to complete our questionnaire and upload the initial documents needed prior to us contacting you. Click here to create account.
Step 2: Complete Our Questionnaire
Once your account is set up, please complete our detailed questionnaire. This helps us understand your specific needs and tailor our services accordingly.
Step 3: We Will Contact You
After reviewing your information, our team will reach out to discuss your tax planning needs and the next steps.
Which Tax Strategy is right for you?
We offer three stages to fit your tax situation or goals whether long or short term.
Genesis
Genesis is for real estate investors and business owners (or future real estate investors and business owners) who own 1 or less properties and 1 or less businesses. You're just beginning (or thinking about beginning) your business or real estate investing.
Your early goals are:
Saving money
Creating after-tax cash to help fund your real estate investments
Monitoring your Blended Tax Rate (total tax paid divided by total taxable income)
In this stage your Certified Tax Planner will help you:
Learn how to keep meaningful records
Understand Financial Statements
Build your financial awareness
Create and stick to budgets for your investments
Make the transition from employee to business
Produce a Business Plan that fits your goals
Emerging
Emerging is for business owners who have a fairly straightforward business and/or are just venturing into real estate investing. The Emerging Stage covers the widest range, depending on how long you’ve been going and how much your business and/or investments have grown.
In this stage, your Certified Tax Planner will help you:
Save and/or invest pre-tax money
Increase cash flow
Find income tax loopholes to increase your take home income
Plan for alternative minimum tax (AMT) as your income grows
Identify and get rid of non or under-performing investments
Identify upcoming tax law changes and adjust your Proactive Tax Strategy accordingly
Understand where you have no investment control and how to shift investment strategies to things you CAN control
Protect your growing wealth and asset base with proper business structures and other asset protection measures
Your Certified Tax Planner is also going to help you plan for the move to the Breakthrough Stage - a place where you create wealth from your assets rather than your earned income, and reduce your overall effective tax rate.
Breakthrough
Breakthrough is for business owners who have multiple businesses and/or real estate investors with more than 2 properties. You have multiple opportunities for tax planning through structuring how you hold your investments. This stage includes planning on more than one level by looking at each business/real estate investment for opportunities to shift income and lower your tax bracket.
In this stage, your Certified Tax Planner will help you:
Increase wealth without increasing tax rate
Plan for unrealized gains to select the best tax rate
Pension and Retirement Investing
Legally circumvent income tax/AMT system
Establish intelligent financial controls
Implement strong asset protection features
Short and long-term focus
Strong Exit Strategies
Retirement portfolios with future tax awareness