Specialized Tax Planning Expertise

The Roberts CPA Firm offers specialized tax planning expertise, available only from a Certified Tax Coach. This unique, advanced training empowers the firm to find little-known deductions, hidden loopholes, and proven strategies that lead to significant tax savings for clients. They design personalized tax plans to dramatically reduce taxes and preserve income. This group serves highly successful business owners, doctors, dentists, professional athletes, and high net worth families.

The Advantage of a Certified Tax Coach

A Certified Tax Coach is specially trained to leverage tax deductions and find loopholes that dramatically reduce tax obligations. The Roberts CPA Firm has developed its expertise through strategic tax planning as a Certified Tax Coach with the American Institute of Tax Planners. This unique training provides a process to identify hidden deductions, tax credits, and tax loopholes, saving clients substantial amounts of money. Instead of fighting the system, this firm leverages the tax code to its clients’ advantage by legally and ethically reducing tax obligations.

Certified Tax Coaches, like those at this firm, are equipped with advanced training designed to lower taxes. They are trained in over four hundred ways to lower taxable income. These strategies include tax loopholes within the current tax code, income and expense shifting tactics, passive loss strategies, real estate tax planning, and investment strategies to reduce tax burdens.

Proactive Tax Reduction Strategies

The Roberts CPA Firm proactively plans throughout the year to effectively manage tax burdens and maximize savings. This company ensures they stay current with tax code changes, so clients never miss an opportunity to save money on their tax returns. They understand that high taxes can threaten business growth and personal prosperity for successful small businesses and entrepreneurs. The firm offers solutions to stop money from being lost to unnecessary taxes.

This CPA firm is dedicated to helping business owners significantly reduce taxes and create wealth through proactive tax planning. Their methods are highly effective, saving clients thousands of dollars each year. The holistic approach involves analyzing the client’s whole financial picture, including past tax returns, business objectives, and investment goals. This helps pinpoint the tax strategies that will yield the most savings.

A complete plan is then designed to limit taxes on income and maximize business profits. This plan is fine-tuned as tax laws change to further limit tax exposure and improve revenues. With this group, clients can capitalize on every available tax break and avoid paying more than legally required by the IRS or state.

Comprehensive Tax Planning Approach

Tax planning with The Roberts CPA Firm is proactive, not reactive. As a Tax Coach, the firm implements tax reduction strategies throughout the year to manage liabilities and ensure tax savings at year-end. Unlike some CPAs or accountants who only contact clients annually, this firm maintains regular communication. They guide clients through financial decisions that could have tax consequences, helping to avoid surprises at tax time.

The firm is vigilant about changes in tax regulations that could benefit clients. They thoroughly examine the tax code to find every deduction, break, and incentive to legally reduce taxes and increase savings. They are constantly monitoring revisions to federal or state tax legislation, assuring clients that they will never overpay.

Who Benefits from Their Services

As a Certified Tax Coach, The Roberts CPA Firm specializes in high net worth households, finding that their value increases proportionally with client success. Their services are particularly effective for successful businesses generating more than $250,000 annually.

Doctors, dentists, and accomplished medical professionals are offered a comprehensive tax strategy designed to build wealth and minimize their effective tax rate. Creative tax solutions preserve assets for high net worth families, entrepreneurs, and business owners. This firm collaborates with clients to define a personalized plan that minimizes their overall tax burden. Proactive tax planning is also provided to enhance income for professional athletes making more than $1,000,000 each year.