When you engage a tax professional, look for the CPA that focuses on the importance of strategic planning to successfully and legally reduce your tax liability. A good CPA goes beyond tax compliance and proactively recommends tax saving strategies to maximize your after-tax income.

A top-notch CPA firm makes it  a priority to enhance their mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars.

We collaborate with your tax professional to make sure you pay the lowest amount of taxes allowable by law.  We do this by keeping a watchful eye on your books for changes that may impact your tax situation throughout the year, not just at the end of the year.

Good Tax Strategies help you.....

• grow and preserve assets by keeping Uncle Sam out of your pockets.
• defer income so you can keep your money now and pay less taxes later.
• reduce taxes on your income so you keep more of what you make.
• reduce taxes on your estate so your family keeps more of what you've made.
• reduce taxes on your gifts so you can give more.
• reduce taxes on your investments so you can grow your wealth faster.
• reduce taxes on your retirement distributions so you can retire in style.

 
Here's just a few of the Tax Saving Strategies a good CPA or tax professional may use...

• Splitting income among several family members or legal entities in order to get more of the income taxed in lower bracket.
• Shifting income or expenses from one year to another in order to have them fall where it will be taxed at a lower rate.
• Deferring tax liabilities through certain investment choices such as pension plans, contributions and other similar plans.
• Using certain investments to produce income that is tax exempt from either federal or state or both taxing entities.
• Finding tax deductions by structuring your money to pay for things you enjoy, such as a vacation home.

Remember, we work for you with your CPA not for the IRS. By using both Apis and a CPA you receive the benefit of two sets of eyes on your financials.  We focus on managerial accounting throughout the year also supporting your tax strategies.  We then hand over the  books to your CPA or tax professional ready for them to prepare your tax return.