Tax Planning
A Smart Personlized Plan
Tax planning is never one-size-fits-all. What’s best for others, may not be suited for you. Minimize your tax liability and enjoy bigger savings with a professionally prepared tax plan that’s based on your exact needs. Whether you’re a multinational enterprise or an individual taxpayer, SD Accounting is your reliable partner in reexamining your tax returns so you can save more.
Don't Just File Your Taxes- Plan Your Taxes
Our Tax Planning Process
Maintain civil code compliance while keeping your interest rates healthy and making sure that there’s money in the bank. Here are the ways in which we can help:
Step 1
Analysis
- Collection of financial documents and returns and account review
- Review and identification of retroactive opportunities and various retirement planning strategies for corporations and individuals
- Selection of accounting methods that will help you maximize your savings
Step 2
Strategy
- Application of proacive tax planning strategies, from simple tax credits to income shifting and taking advantage of favorable federal policies
- Application of advanced tax planning strategies in relation to captive insurance, easements, income stream parsing & shifting and advanced entity selection
- Completion of tax forms and final calculation of taxes, refunds, and deductions
Step 3
Execution
- Final board review and approval of rendered documents
- Submission of returns and financial statements to the Internal Revenue Service
Attention To Every Detail Is Our Mission
Make every cent count. Working with SD Accounting will allow you to discover areas in both your business and personal finances where you could save money. Depending on your business classification, insurance policy, or taxpayer type, we can help you take advantage of proactive tax planning strategies.
Our representatives will look into a wide variety of advanced tax planning strategies that will allow you to reap more tax credits and incentives. These strategies include cost segregation, trusts, FICA tip credit, deferred real estate gains, income shifting and amending your 401K. Contact us to see the SD Accounting difference.
SD Accounting will inform you ahead of time which documents you need; all you have to do is upload them to our secure proprietary client portal. Our experienced representatives will take it from there.
Benefits of Working With SD Accounting
Save on taxes on your upcoming return by determining retroactive opportunities.
Increase your company staff and board’s efficiency by relieving them of the burden of tax planning.
Determine whether you’ve chosen the most favorable entity type for your business.
Learn how to use retirement planning to further reduce your taxes.
Get recommendations on how to lower your taxes through advanced, niche-specific strategies.
Connect easily with financial advisors who can manage your income taxes and teach you to diversify your income streams.
Cut the time it takes to have your returns inspected by a third party for tax saving opportunities.
Avoid possible penalties by getting your taxes done accurately.
Enjoy lower industry fees than when you hire our competitors.
Expand your network and business by receiving expert advice on how to reach new markets.
Our clients know we give 110% to to help them succeed.
Let us know how we can help you.
Our clients know we give 110% to to help them succeed.
Let us know how we can help you.
Contact Us
Let us know how we can help you