Tax-Focused Planning
Why Should I Tax Plan?
If You Are a Business:
Tax plans depend on the elections allowed by your business entity type, which can be changed. Laws affecting your entity type can be influenced by the CARES Act, Tax Cuts and Jobs Act, SECURE Act, Appropriations Act, Inflation Reduction Act, SECURE Act 2.0, and state and local employment and labor laws. This work can be the difference between your business thriving or merely surviving. Your business deserves a professional who can review your books and guide you towards lowering liabilities and minimizing adverse tax exposure and risk.
If You Are Retiring:
Did you know that the greatest tax blunders often occur in the year a person decides to retire or in the year of their death? These are vulnerable times, and planning should be part of these transitional years if possible. Decisions made 10, 5, 3, or even 1 year prior to retirement can significantly impact the longevity of your investments and your income level during retirement. Approaching retirement with a tax-focused planner’s advice can make a substantial difference.
If You Are an Individual:
Each year, you might rely on an online platform or a tax interview to claim your lowest taxable income, deductions, and credits. Individuals with real estate ownership and multiple revenue streams from 1099s, K-1s, royalties, and investments need a planner to help them plan forward, not just look back at the forms that arrive in the mail. At Arrow Exchange, what sets us apart is our tax-focused planning. We employ complex strategies and explain solutions that lead to savings. If we don’t save you money on taxes, we offer a full refund based on our plan agreement with you.
Tax Planning Process:
Tax planning begins with a tax discovery session, where we learn about your business and personal tax situation. This session lasts from 20 to 50 minutes. Visit Getting Started page to learn more.
For all our clients, we offer three maintenance tax planning services to meet your needs. These are customized to the niche needs of our clients and priced accordingly. We have Genesis, Emerging, and Breakthrough plans that cover year-round needs for both business and individual clients.
Tax Preparation Done Right
Tax Preparation Done Right
Trusting that an online tax software will get you the best refund is a mistake. Without the expertise of a Certified Tax Planner to create a strategy that reduces tax obligations early on, you are in danger of overpaying. For proactive tax planning and outstanding tax preparation services, turn to the trusted professionals at Arrow Exchange Tax Solutions. We understand the burden of high taxes and are committed to saving each client the most money possible at year-end.
Unlike the average tax firm, as a Certified Tax Planner, our primary focus is helping taxpayers reduce their tax liabilities and preserve income. We understand that tax preparation is more than compliance, it's about reducing taxes owed. So, we don't just complete your tax form, we use our specialized skills and training to find significant tax savings. Through powerful year-round tax planning strategies, we minimize state and federal taxes to maximize your after-tax income, which means more money in your pocket throughout the year.
Tax Return Preparation Services
Skilled tax preparation services are important but tax planning must come first. Long before it’s time to prepare your tax filings, we’ll create a customized Tax Strategy that’s just for you. We gather information from you on your homes, businesses, investments, and past tax returns and use it to identify specific strategies that will limit your tax exposure. Your plan will include federal and state level tax credits, deductions, and loopholes that most accountants miss and the average taxpayer would never know about.
If you're a high net worth individual, business owner, or entrepreneur, it makes financial sense for us to prepare and file your taxes. We find and identify all possible deductions and tax credits, ensuring you never miss an opportunity to eliminate some of your tax burden. We continually educate ourselves on changes to IRS guidelines and new tax legislation because we're committed to saving each client the most money possible. And, because we're a Certified Tax Planner, you can be confident that you'll never pay more than you legally owe.
Tax Planning | Advanced Tax Reduction
Tax planning must be proactive rather than reactive
As your Tax Planner, we set tax reduction strategies into motion throughout the year to manage liabilities and bring tax savings at year end. Some CPAs and accountants only contact clients once a year but we'll keep in touch with you to guide you through financial decisions that could incur tax consequences and avoid any surprises at tax time.
When changes in the tax regulations translate into savings for our clients, we’re on it. We scour the tax code to find every deduction, break, and incentive to legally reduce taxes and bring higher tax savings to our clients. We're constantly on the lookout for any revisions to federal or state tax legislation so you can be confident that you'll never overpay.
Certified Tax Planners like us are equipped with advanced training designed to lower your taxes. Below are a few of the specialties we are well versed in here at Arrow Exchange Tax Solutions.
Tax Planning for Small Business Owners
Small business owners who want to be sure they pay the lowest taxes possible can’t hand their accountant a stack of receipts in March and expect them to work magic. The key to managing tax liabilities is proactive planning. Start planning your tax strategy today by working with Arrow Exchange Tax Solutions.
Our advanced education with the American Institute of Certified Tax Planners (AICTP) means we have the skills to mitigate tax obligations, boost your personal income, and increase profitability for your business. We're constantly studying the tax code for industry exclusive advantages. This means when we are establishing a tax plan it is customized to your individual circumstances.
Your Trusted Tax Advisor
When you sign on with Arrow Exchange Tax Solutions, we strive to build a longstanding relationship as your personal tax advisor. You can count on us to be courteous and responsive when you have tax questions and financial concerns and we will always look out for your best financial interests. When we get your business we make it our business to constantly revise and update your tax strategy as tax laws change so you can be confident that you stay compliant with new regulations and always get the best tax savings possible.
The expertise of a Certified Tax Planner is essential to reducing taxes and maximizing revenues and income for small business owners. Get started today!