Your CPA is likely well-meaning, and he or she is generally knowledgeable about taxes. But they’re trained to make sure you’re in compliance with the tax code after the fact. Proactive tax planning isn’t their strong suit. But when you look at the tax year ahead, you need a strategy before you get to the end of it. Read more

Hopefully, your CPA is knowledgeable about taxes. They know how to check all the right boxes at the end of the year and make sure your business is complying with tax law. But is that enough? How is your CPA at thinking ahead and strategizing for your upcoming tax year? Read more

If you are an entrepreneur or small business owner, having a good accountant is essential for the function and success of your business. You need someone to make sure your books are in order, and you have properly paid your taxes–in other words, good tax preparation. However, if you want help lowering your taxes, increasing your profits, and attaining greater wealth, you’ll need the help of a proactive tax strategy. Read more

How our Strategic Assessment Meeting Ensures Your Tax Savings Success

 

Just like anyone else, you want to save money on your taxes, whether it’s for your small business or personally. But how can you ensure your tax savings success? One way is to set up a plan for what you do with your taxes. But what should your plan be? And how do you set it up?

Pull up a chair: Financial Gravity would like to invite you to a strategic assessment meeting. Read more