Leonard and Associates, CPA PLLC

Specialized Tax Planning for Business Owners
Leonard and Associates, CPA PLLC offers comprehensive tax planning and preparation services for business owners. The firm specializes in leveraging tax deductions and identifying legitimate loopholes to significantly reduce tax obligations. As Certified Tax Coaches, this group is uniquely trained to help clients effectively manage their tax burden throughout the year, rather than just at tax season.

Proactive Tax Reduction Strategies
This company is dedicated to helping successful small businesses and entrepreneurs navigate high taxes that often threaten growth and personal prosperity. Leonard and Associates, CPA PLLC provides solutions to stop money from being wasted on unnecessary taxes. The firm focuses on proactive planning to create wealth for business owners and save clients thousands of dollars annually.

The team’s expertise is built on strategic tax planning, having trained with the American Institute of Tax Planners. This unique training provides a process to identify hidden deductions, tax credits, and tax loopholes. Instead of simply complying, the firm leverages the tax code to its clients’ advantage, legally and ethically reducing obligations.

A holistic approach is employed, analyzing the entire financial picture, including past tax returns, business objectives, and investment goals. This process pinpoints specific tax strategies to maximize savings. A comprehensive plan is then designed to limit income taxes and boost business profits, continually fine-tuned as tax laws evolve.

Who Leonard and Associates Serves
As Certified Tax Coaches, this firm focuses on high net worth households, understanding that increased earnings amplify their value. Their ideal clients include successful business owners making over $250,000 annually.

The group also serves medical practices, offering comprehensive tax strategies to doctors, dentists, and accomplished medical professionals for wealth building and minimizing effective tax rates. High net worth individuals, families, entrepreneurs, and business owners can benefit from creative tax solutions designed to preserve assets and minimize their overall tax burden.

The Certified Tax Planner Advantage
Professionals with the Certified Tax Planner designation are highly skilled in advanced proactive tax planning, specifically trained to find deductions, credits, loopholes, and strategies that result in substantial tax savings. This elite network comprises Certified Public Accountants, Enrolled Agents, s, and financial service providers.

The Certified Tax Planner designation signifies financial expertise, excellence in tax planning, and outstanding customer satisfaction. All designees undergo an intensive three-day proprietary training academy and are required to complete 24 additional hours of continuing professional education in proactive tax planning each year.

The American Institute of Certified Tax Planners, an independent, not-for-profit corporation, is responsible for training and certifying tax professionals in proactive tax planning and compliance. The organization enforces a strict Code of Ethics, ensuring its members maintain the highest standards of integrity and excellence.

Comprehensive Tax Management
Strategic tax planning is always proactive at Leonard and Associates, CPA PLLC. Rather than just reacting, tax reduction strategies are implemented throughout the year to manage liabilities and ensure significant tax savings by year-end. Unlike some practices, this firm maintains continuous contact to guide clients through financial decisions with potential tax consequences, avoiding surprises.

The firm diligently scours the tax code for every deduction, break, and incentive to legally reduce taxes and increase savings. They stay vigilant for any revisions to federal or state tax legislation, assuring clients they will never overpay. Certified Tax Coaches are equipped with advanced training covering over four hundred methods to lower taxable income, including tax loopholes, income and expense shifting, passive loss strategies, real estate tax planning, and investment strategies.