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TAX PLANNING

It is common knowledge that ifyou are an entrepreneur or a business owner, having a good accountant is essential for the function and success of your business.

Professional tax preparation will assure your books are in order; that you have properly and punctually filed and/or paid your taxes. However, if you truly want to help lowering your taxes, increasing your profits, and attaining greater wealth, you’ll need the help of a proactive tax strategy. This is the definition of a good investment: the purchase of goods or services that will see in the future an increase of your bottom line while stimulating growth.

THE ADVANTAGES OF A PROACTIVE TAX STRATEGY

So what is proactive tax planning? It’s a pretty basic concept: it means that you’re creating a plan using the tax code itself to lower taxes. Imagine that the tax code is a highway with traffic lights on it. Red lights are the warning signs in the tax code that tell you when you need to stop–the parts that your CPA will rightly focus on to keep you from breaking the law. However, using principles found in the Internal Revenue Service Tax code -all 70,000 plus pages of it- is the way we interpret the code in your favor. At Lodestar we find the “green lights” that allow you to lower your tax liability. There are a lot of those that your average accountant doesn’t focus on. You need a proactive tax strategy team to work with you to find those “green lights!”The “green lights” of the IRS tax code will increase your business profitability and grow wealth. So, how do we create this proactive tax strategy? First you need to make an appointment for a free Strategic Assessment Meeting with one of our Lodestar team members. Call Now!

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WHAT IS THE STRATEGIC ASSESSMENT MEETING?

The Strategic Assessment Meeting starts with a Lodestar team member sitting down with you for a free tax analysis. They review your returns and other financial information and look for missed opportunities that may be costing you thousands of dollars in taxes that you don’t have to pay. They’ll take time to learn about your business, your entrepreneurial desires for the future, and (at your request) will also review your cash flow process. The collection of that information’s will be an essential part of the Tax Planning Strategy that our firm will design for you.

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LOADSTAR TAX BLUEPRINT IN A NUTSHELL

The Tax Blueprint provides a clear, proactive, strategic tax reduction plan that is customized specifically to you and your business. There’s a reason that we call it a “blueprint.” Just like how a blueprint functions as the plan for building a house, the Tax Blueprint serves as the plan for building a comprehensive tax strategy which in turn forms a long-term proactive strategy for your business. The basic business fundamental epitomized here is maximizing money coming in, and minimizing money going out to the IRS through Taxes. That’s what the Tax Blueprint does: increase profit by giving you a plan to not spend it unnecessarily.

SCHEDULE A FREE ASSESSMENT TALK

Lodestar team members can’t tell you right away how much you can save until they sit down with you for an analysis. You need to know that most business owners are wasting thousands of dollars a year in taxes they simply don’t have to pay. Bottom line: you owe it to yourself to make sure you’re making the most of every business opportunity to save money that you can use for reinvestment.Requesting a free assessment talk will help you determine howa Lodestar proactive tax-planning program can save you tax dollars.
Find out how you can bring on a financial planner who will truly assist you in employing the best investment strategies for your small business and for you personally.
Speak with a Lodestar team member NOW!