A Proactive Approach to Your Financial Success

Sorenson & Company, CPA offers expert tax planning techniques, utilizing the specialized knowledge of a Certified Tax Coach. This company diligently creates personalized tax plans to significantly reduce tax liabilities and protect income for high-net-worth individuals and families, as well as successful business owners. The firm’s strategies are effective, legal, and ethical, ensuring clients pay the lowest amount of tax legally possible.

Comprehensive Tax Planning Services

This group is more than just accountants; they are highly-educated tax advisors. They save clients thousands of dollars annually by uncovering hidden deductions, finding tax loopholes, and identifying little-known tax credits. Their proven methods analyze your entire financial picture to create a highly-effective tax plan, constantly updated to adapt to changes in tax laws. The firm’s goal is to ensure your money stays in your wallet.

Expertise and Certifications

As a Certified Tax Coach with the American Institute of Tax Planners (AICTP), Sorenson & Company, CPA possesses advanced training in proactive tax planning. The AICTP is a non-profit organization that educates and certifies tax professionals in proactive tax planning and compliance. The firm maintains a strict Code of Ethics and offers ongoing education and resources to its members. This ensures the highest standards of excellence and integrity.

Unique Tax Planning Services

This company rescues clients from paying unnecessary taxes each year. The firm’s Certified Tax Coach designation signifies expertise in identifying tax credits, deductions, and loopholes often missed by average CPAs. The firm’s proactive approach to tax planning focuses on year-round strategic techniques to put clients in the best possible position to save money. The firm considers every possible deduction, loophole, and incentive available.

Tax Reduction Strategies and Loopholes

The U.S. tax code is complex, and the firm understands how this complexity can lead to overpayment. Sorenson & Company, CPA designs a plan to ensure you pay the least amount of tax possible. The firm employs year-round tax reduction strategies to manage tax obligations and increase tax savings. The company offers numerous strategies to reduce taxable income, including loopholes within the current tax code, income and expense shifting strategies, and passive loss strategies. They also specialize in real estate tax planning and investment strategies to lower taxes.