Providing Personalized Financial Value

Setters, CPA & Company delivers personalized accounting, tax, and consulting services designed to create value for clients. This group focuses on strategies that enhance financial well-being through careful planning and expert guidance.

A Proactive Approach to Tax Planning

Planning is recognized as the key to successfully and legally reducing tax liability. Setters, CPA & Company goes beyond standard tax compliance, proactively recommending tax-saving strategies to maximize clients’ after-tax income.

The firm prioritizes enhancing its mastery of current tax law, complex tax codes, and new tax regulations. This commitment is maintained through regular attendance at frequent tax seminars.

For both businesses and individuals, the goal is to help them pay the lowest amount of taxes allowable by law. This company continually seeks ways to minimize taxes throughout the entire year, not just during tax season.

Key Outcomes of Effective Tax Planning

Setters, CPA & Company recommends tax-saving strategies aimed at helping clients grow and preserve assets by keeping more of their money. These strategies also focus on deferring income, allowing clients to retain their funds now and potentially pay less tax later.

Additional benefits include reducing taxes on income so clients keep more of what they make, and reducing taxes on estates so families retain more of what has been earned. The firm also assists in reducing taxes on gifts, investments, and retirement distributions, enabling clients to give more, grow wealth faster, and retire in style.

Utilizing Advanced Tax Saving Strategies

A few of the tax-saving strategies employed by this group involve splitting income among several family members or legal entities. This technique aims to get more income taxed in a lower bracket. Another strategy includes shifting income or expenses from one year to another to optimize tax rates.

The firm helps defer tax liabilities through certain investment choices such as pension plans, contributions, and other similar plans. They also guide clients in using specific investments to produce income that is tax-exempt from federal, state, or both taxing entities. Setters, CPA & Company even assists in finding tax deductions by structuring money to pay for things clients enjoy, like a vacation home.

A Client-Focused Partnership

Setters, CPA & Company emphasizes that it works for its clients, not for the IRS. Many clients have reported saving many times the fee in reduced tax liability. These significant savings are achieved through careful planning and legitimate tax strategies.