(CTC, CTP, CTS, EA )
certified tax coach ctc
certified tax planner ctp
certified tax strategist cts
5
(6 reviews)
Raleigh

Tax Planner Contact Information

Tax Planning Services Offered

About Bourbonnais Tax Associates LLC

A Proactive Approach to Tax Planning
Bourbonnais Tax Associates LLC in Raleigh offers specialized tax planning for small business owners. The firm emphasizes that proactive planning is crucial for effectively managing tax liabilities and ensuring clients pay the lowest taxes possible. Simply presenting receipts at the last minute is not sufficient for optimal tax management.

The accountants at this company are specially trained Certified Tax Coaches. This advanced education equips them with the skills to mitigate tax obligations, enhance personal income, and boost business profitability. They continually study the tax code and develop new techniques to leverage every legal means available, maximizing tax savings for their clients.

Developing Your Personalized Tax Strategy
The process for reducing taxes begins with a comprehensive tax strategy designed to act as a roadmap for reducing tax burdens and increasing wealth. Initially, a consultation is scheduled to thoroughly understand the client’s financial situation. Following this, clients complete a brief questionnaire and provide copies of their past tax returns.

This information is then used for extensive research over several weeks, exploring various options for tax reduction. Upon completion, the findings are presented in a personalized Tax Strategy. This proactive strategy guides clients in implementing their plan for significant tax reduction.

A Trusted and Ongoing Partnership
When clients engage with Bourbonnais Tax Associates LLC, the firm strives to build a longstanding relationship as their personal tax advisor. Clients can rely on this group to be courteous and responsive to all tax questions and financial concerns, always prioritizing their best financial interests.

This company is committed to constantly revising and updating tax strategies as laws change. This ensures clients remain compliant with new regulations and consistently achieve the best possible tax savings.

Expertise for Business Owners and High Net Worth Individuals
Bourbonnais Tax Associates LLC is dedicated to saving clients the most money on taxes. Their Raleigh, NC Enrolled Agent possesses special training as a Certified Tax Coach in high net worth tax planning. This expertise allows the firm to create personalized tax solutions for business owners and high net worth individuals, based on years of experience.

The tax services offered are specifically tailored for individuals with an income of $250,000 or more.

Specialized Client Focus and Services
This company offers support for IRS Problem Resolution, understanding the intricacies of dealing with the IRS. They can work directly with the IRS on a client’s behalf to resolve complicated tax issues.

For Business Owners and Entrepreneurs, the firm demonstrates how to utilize legal tax loopholes and deductions for dramatic tax reductions. They also provide proven methods for minimizing taxes for Dentists and Veterinarians, enabling them to pay the lowest possible amount and increase personal wealth.

Construction Industry and Trade Contractors benefit from managed accounting needs, saving them valuable time. The Restaurant Industry receives assistance in managing unique aspects like seasonal shifts, high employee turnover, and other impactful events. Additionally, Real Estate Professionals and Investors are supported through efforts to identify industry tax breaks, eliminate unnecessary expenses, and improve their bottom line.

Location and Address

9121 Anson Way Suite 200, Raleigh, NC 27615, United States
Information Last Updated: 10/07/2025

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