One of the biggest complaints we hear from successful business owners, executives, and sellers of highly-appreciated assets is that their current tax advisor or CPA do not introduce specific strategies to significantly and permanently reduce taxes. The reason is simple, most CPAs and typical tax advisors tend to focus on reactively accounting for last year’s taxes, primarily as historians, rather than on proactively planning for reducing next year’s taxes. Our clients have taxes reduced by 25%-65% per year by using conservative, IRS-approved strategies.

Premier tax planning is a forward-looking approach through which our clients maximize wealth and legally minimize tax liability. This is accomplished by utilizing specific tax-advantageous approaches tailored to each client’s unique situation, and by ensuring that a client’s economic affairs, both now and in the future, are managed in the context of an integrated plan geared toward long-term wealth accumulation.

Our ultimate goal at Tax Reduction Concierge is to bring the very best tax and wealth planning resources to you throughout the life-cycle of your career and retirement. We’ve put many thousands of hours of research into finding the premier providers of the very best strategies that the tax code will permit.