A Holistic and Proactive Approach to Tax Planning
Taylor Proactive Team specializes in proactive and holistic tax planning, recognizing this as a key need for its best clients. The firm operates with a 21st-century business model focused on comprehensive advice. This approach is supported by a Virtual Family Office of experts.

Comprehensive Tax Services Offered
This company provides expert tax compliance services, ensuring taxes are filed correctly and on time to prevent IRS issues. The tax return process has been perfected, making tax preparation easy and minimizing client stress.

The firm’s tax planning goal is to help clients keep more of their money by legally reducing their IRS payments. They offer flexible planning choices, including annual, quarterly, or tailored options. Additionally, the team prioritizes client understanding through dedicated tax education, welcoming all questions to clarify tax matters.

Differentiating Proactive Tax Strategies
Many firms merely record financial history by focusing on tax return preparation; however, Taylor Proactive Team emphasizes a significant difference through true proactive tax planning. This requires a dedicated team of professionals who meticulously analyze tax codes for legal deductions and loopholes. The goal is to minimize income taxes, estate taxes, and capital gains taxes for clients.

Strategic Tax Planning for Businesses
Business owners, CFOs, and tax directors turn to this group for more than just compliance. While the team excels at meeting domestic and global regulatory requirements, their core focus is using proactive planning as a strategic tool. Whether improving profitability, fostering growth, or implementing succession plans, this company works to move businesses forward.

The firm emphasizes its commitment to clients, not the IRS. Through careful planning and legitimate strategies, many clients achieve significant savings in reduced tax liability, often saving many times the fee. Interested parties can contact Taylor Proactive Team for a free consultation to learn more about their Tax Planning Service.

A Proactive Approach to Your Financial Success

Sorenson & Company, CPA offers expert tax planning techniques, utilizing the specialized knowledge of a Certified Tax Coach. This company diligently creates personalized tax plans to significantly reduce tax liabilities and protect income for high-net-worth individuals and families, as well as successful business owners. The firm’s strategies are effective, legal, and ethical, ensuring clients pay the lowest amount of tax legally possible.

Comprehensive Tax Planning Services

This group is more than just accountants; they are highly-educated tax advisors. They save clients thousands of dollars annually by uncovering hidden deductions, finding tax loopholes, and identifying little-known tax credits. Their proven methods analyze your entire financial picture to create a highly-effective tax plan, constantly updated to adapt to changes in tax laws. The firm’s goal is to ensure your money stays in your wallet.

Expertise and Certifications

As a Certified Tax Coach with the American Institute of Tax Planners (AICTP), Sorenson & Company, CPA possesses advanced training in proactive tax planning. The AICTP is a non-profit organization that educates and certifies tax professionals in proactive tax planning and compliance. The firm maintains a strict Code of Ethics and offers ongoing education and resources to its members. This ensures the highest standards of excellence and integrity.

Unique Tax Planning Services

This company rescues clients from paying unnecessary taxes each year. The firm’s Certified Tax Coach designation signifies expertise in identifying tax credits, deductions, and loopholes often missed by average CPAs. The firm’s proactive approach to tax planning focuses on year-round strategic techniques to put clients in the best possible position to save money. The firm considers every possible deduction, loophole, and incentive available.

Tax Reduction Strategies and Loopholes

The U.S. tax code is complex, and the firm understands how this complexity can lead to overpayment. Sorenson & Company, CPA designs a plan to ensure you pay the least amount of tax possible. The firm employs year-round tax reduction strategies to manage tax obligations and increase tax savings. The company offers numerous strategies to reduce taxable income, including loopholes within the current tax code, income and expense shifting strategies, and passive loss strategies. They also specialize in real estate tax planning and investment strategies to lower taxes.