Dynamic, Long-Term Tax Strategy, Not Short-Term Tactics
At C&A we focus on holistic tax planning, understanding your personal and professional goals, and helping you develop a tax strategy that will reduce your tax liabilities and help you achieve what you have set out to achieve. We will help you save in the near term and develop plans for compounded savings, tax efficient investing, and increased wealth for the future.
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Orchestration
We work with our client's advisory team in a non-displacement model. Our greatest value is in ensuring that our clients have the best tax reduction strategy possible in place and that all elements of their financial ecosystem are in alignment and working together.
Holistic Tax Planning
We can find immediate, short-term savings for most of our clients but our work goes beyond that. We look at personal income taxes, business taxes and entity structures, real estate portfolios, estates, and more to ensure that our clients are taking advantage of everything they are eligible for and that their assets are protected.
Strategy & Implementation
Our work is deliverable-based. It starts with an assessment and analysis that outlines our proposed approach and estimated impacts. From there, we will help you collect all the supporting documentation you need and handle the completion of all the forms you need to include for your filing.
Tax Efficient Investing
After establishing your tax strategy, our work continues to maximize your wealth. Our team enhances your investment strategy with ongoing tax-efficient investment consulting, adding depth and sophistication to your financial plan.
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Questions?
If you're a business owner, our team can help you plan for and take advantage of tax credits and deductions that can save you thousands in taxes. Set up a time to talk with one of our tax experts today.
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