Services
At Arrow Exchange Tax Solutions, we offer comprehensive tax planning services that go beyond simple tax preparation. Our services are not available a la carte because we believe in providing a holistic approach to your financial well-being. Our goal is to ensure your tax liability and elections are accurate, thorough, and aligned with your financial goals. With 16 years of experience and education, we are dedicated to delivering valuable and meaningful consultations from the very first interaction. Our process of collecting information before we meet helps us facilitate a collaborative and impactful 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
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