Empowering Business Owners for Financial Peace
Melissa’s Advisory Service, LLC specializes in assisting business owners to reduce their tax burden and take control of their financial future. This firm also aims to empower clients to prioritize their own needs, recognizing that many business owners often put others first. The goal is to help clients achieve financial peace of mind by paying themselves fairly and funding their retirement.

Specialized Industry Expertise
This group offers tailored financial solutions across specific sectors. For the agriculture industry, services are built to address its unique challenges. Real estate professionals benefit from strategic tax solutions designed for their fast-paced, commission-driven environment. Service-based businesses can transform financial chaos into year-round tax savings and clarity with this company’s guidance.

Strategic Tax Planning to Minimize Liability
Melissa’s Advisory Service is dedicated to helping clients shrink their yearly tax burden through its proprietary plan designed to minimize IRS liability. The firm’s tax planning professionals are focused on mastering the nuances of tax law, complex tax codes, and staying up-to-date on changes affecting tax returns. This comprehensive approach ensures clients benefit from valuable tax savings throughout the year.

This company believes that proactive planning is essential for greater income, implementing strategies that benefit clients year-round. As a result, clients are able to pay the least amount of taxes allowable by law, thanks to the firm’s continuous search for ways to minimize their tax burden.

Implementing Effective Tax Reduction Strategies
The firm helps clients implement various strategies to reduce their tax obligations. These include moving income into lower tax brackets by splitting it among family members or legal entities. Clients can also shift income and expenses to different years to leverage lower rates.

Further strategies involve deferring or avoiding tax liability through specific investment options, applicable at both federal and state levels. The firm also assists in increasing tax deductions by strategically timing business purchases and expenses.

Achieving Financial Growth and Security
These tax-saving strategies offer multiple benefits, allowing clients to keep their assets out of the government’s hands and benefit from their growth and savings. By reducing taxes on investments, clients can grow their money more quickly. The firm helps individuals keep more of what they make by reducing taxed income and deferring income to retain money now and pay taxes later.

Melissa’s Advisory Service also provides guidance on understanding estate taxes and planning, ensuring families retain more wealth. The group helps maximize giving potential by reducing taxes on charitable contributions. Furthermore, the firm assists in planning for retirement in ways that best benefit the individual, rather than the IRS.

Empowering Agency Owners with Proactive Tax Strategies

Craig Cody & Company, Inc. provides expert tax planning and accounting solutions designed to help clients keep more of their earnings, avoid potential financial pitfalls, and secure their financial future. This company specializes in assisting agency owners and business leaders navigate the complexities of tax strategy and financial management. The firm’s Certified Tax Coach™ status signifies a commitment to advanced tax planning techniques through rigorous training and ongoing education.

Comprehensive Tax Planning Services

The firm’s mission is to help clients retain more revenue, reduce their tax burden, and achieve sustainable growth. This group offers more than traditional tax services; their comprehensive offerings include proactive tax planning and tailored off-site CFO services. These services provide the insights and daily financial guidance needed for informed business decisions.

Specialized Services Offered

Craig Cody & Company, Inc. offers small business accounting services, handling bookkeeping so clients can focus on their businesses. They also provide CFO services at a fraction of the cost of a full-time CFO. The firm offers three levels of strategic tax plans designed to minimize taxes, with projected annual savings ranging from $3,000 to over $250,000 depending on the plan. Tax preparation services identify potential deductions to limit tax liability.

Expertise in Estate and Trust Tax Preparation

This company also offers estate planning services to help clients navigate the complexities of estate planning, including legal and financial considerations. The firm addresses concerns about inheritance, taxes, and probate court procedures, offering discussions, recommendations, and research tools to simplify the process. They emphasize a collaborative approach, assisting clients throughout the entire process.

A Dedicated and Collaborative Team

Craig Cody & Company, Inc. is passionate about supporting agency owners, understanding their unique challenges, and creating personalized solutions. The team’s decades of experience and efficient approach ensure clients receive the financial clarity needed to focus on business growth. They offer implementation services to ensure clients receive all entitled deductions, and fixed-price maintenance plans including tax preparation, ongoing support, and business analysis.