Reduce Taxes. Gain Clarity. Focus on Growth.

Are you ready to keep more of your hard-earned revenue? This company helps entrepreneurs and business owners reduce their income tax, achieve real-time accounting, and grow their business. They avoid the cost of bad tax planning by providing clarity and simplicity to your tax and business decisions.

Proactive Tax Strategies for Maximized Savings

Tax season starts months before you prepare your returns. This group helps you maximize savings by strategically distributing finances and organizing spending. They develop a customized budget with your growth goals in mind, so you can save more money for future growth. The firm analyzes your finances, business numbers, and compares them to industry standards to identify cost-cutting opportunities and smarter investment decisions.

Minimizing Tax Liability and Maximizing Benefits

The firm helps clients pay the least amount of tax legally possible. They are proactive tax planners with certifications in tax planning, taking the time to understand your business and personal situation. Their Strategic Tax Planning service dramatically reduces tax liability and helps maximize the benefits of the Tax Cuts and Jobs Act. A free tax review is offered to analyze your tax returns and financial statements for the last two to three years, uncovering missed opportunities and reducing your tax burden.

Comprehensive Tax Services and Client Support

This company provides tax preparation for various business structures (S Corporations, Partnerships, C Corporations, Sole Proprietorships, and individuals). They also offer audit representation, resolution of payroll tax penalties and notices, offer-in-compromise for outstanding taxes, and salary analysis for business owners. The firm is headquartered in Charlotte, NC, with clients across the US, and is managed by Ed Lloyd CPA. They take the time to understand each client’s business, family, and investment structures to provide sound tax mitigation recommendations.

A Focus on Tax Planning and Client Understanding

Tax planning is a specialty, and the firm prioritizes it. Ed Lloyd CPA has completed certification training, and the team undergoes ongoing training to maintain effective tax planning skills. They work with clients across the United States and prepare state tax returns for over 30 states annually. All new clients start with Strategic Tax Planning to uncover missed opportunities and reduce their tax burden. They offer accounting, business analytics, controller, and Virtual CFO services.

Stop Overpaying Taxes

Overlooking available tax credits and deductions can cost business owners and medical professionals tens of thousands of dollars annually. Quartermaster Tax has recovered over $45,000,000 in tax overpayments since 2021, with many rebates in the hundreds of thousands of dollars. This company helps clients save thousands year after year.

Tax Planning Services

The tax code’s complexity (over 70,000 pages) makes finding all applicable deductions and credits challenging. This group’s tax experts ensure clients don’t overpay. The firm’s services don’t require changes to your business or CPA; only your profits change.

How Quartermaster Tax Works

The firm uses a three-step process: Realize – a line-by-line review of your financial situation; Reduce – creation of a personalized tax strategy; Reclaim – identification of past overpayments for potential refunds. This approach boosts your profits.

A Proactive and Customized Approach

Quartermaster Tax monitors US tax code changes for maximum savings. The company offers a turnkey approach, using proven methods without requiring lifestyle or business changes. Customized tax reduction plans are designed for each business, providing strategic and streamlined advice year-round.

Guaranteed Return on Investment

Tax planning with this company is presented as a smart investment with a guaranteed return. This group maximizes your income while ensuring compliance. The firm views effective tax planning as a risk-free financial boost, increasing savings and aligning finances with long-term goals.

Proactive Tax Planning and Minimization

DualVision Inc. prioritizes proactive tax planning to legally reduce your tax liability. This company goes beyond simple compliance, actively recommending strategies to maximize your after-tax income. The firm’s commitment to minimizing your tax burden extends throughout the year, not just at tax time.

Individual and Business Tax Preparation Services

DualVision Inc. offers comprehensive tax preparation services for both individuals and businesses. For individuals, the firm helps ensure you benefit from professional tax preparation. For businesses, this group builds relationships to understand your operations and ensure compliance, minimizing penalties and maximizing profitability.

Addressing Tax Problems and IRS Issues

This company assists clients in resolving tax problems and navigating IRS issues. DualVision Inc. prides itself on efficient, affordable, and discreet service to help alleviate the stress associated with tax complications.

Tax Savings Strategies and Expertise

DualVision Inc. employs numerous tax-saving strategies. These include income splitting, income/expense shifting, utilizing tax-deferred investments, employing tax-exempt investments, and identifying tax deductions. The firm continuously updates its expertise by attending regular tax seminars to stay abreast of current tax laws and regulations. Many clients save significantly more than the fees charged through this company’s planning and strategies.

Asset Protection and Wealth Growth Strategies

The firm’s tax planning strategies focus on asset growth and preservation. This includes deferring income for future tax advantages, reducing taxes on various income streams (income, estate, gifts, investments, and retirement distributions), and enabling more effective charitable giving.

ProActive Tax Strategies: Minimizing Your Tax Burden

Go-Pro Tax and Accounting, Inc. helps clients legally minimize their tax liability. The firm believes that taxpayers often overpay due to mistakes, and this company aims to change that. Their ProActive Tax Strategy focuses on maximizing legal deductions and loopholes. This approach helps clients keep more of their hard-earned money.

Two-Stage Approach to Tax Planning

This group employs a two-stage ProActive Tax Strategy program. First, a comprehensive analysis of business and investments is conducted, focusing on tax strategies and asset protection. Ongoing tax consulting continues as wealth grows, ensuring continued savings. The firm prioritizes minimizing tax payments and provides ongoing support.

Planning for Long-Term Financial Well-being

Go-Pro Tax and Accounting, Inc. focuses on minimizing your tax burden now and into the future. The firm’s goal isn’t just tax preparation; it’s proactive tax planning that saves you money. This company seeks creative ways to use tax laws to your advantage and help avoid audits. This approach involves income growth strategy sessions to create a personalized plan.

Comprehensive Coaching Program

The firm’s coaching program includes an initial tax analysis to identify mistakes and missed opportunities. A data collection checklist gathers key information, and a review of past tax returns (up to three years) seeks out recoverable overpayments. A detailed, customized tax plan report is created, followed by an implementation plan with timelines, guides, and forms.

Return on Investment and Ongoing Support

The firm views its fees as an investment, not an expense, and calculates your estimated annual savings. Ongoing support, including updates with tax law changes, is available through a maintenance plan. This plan provides access to the tax planner for questions and financial advice. The firm actively monitors tax laws, providing timely communications and alerts to clients.