Successful Business Owner Paying Too Much In Taxes
Are You A Successful Business Owner And Totally Frustrated By The Amount You Pay In Taxes?
Tax compliance is not the same as tax planning. Your CPA or tax preparer may check all the right boxes to help keep you out of trouble, but that’s not enough! This is merely tax compliance. To save money, you need a tax planning strategy.
Keeping the most of what you make is important to your business, and we want that too. We can find the missing opportunities that may be costing you thousands in taxes every year.
Meet Phillip Isan!
Phillip and his team at PinPoint Planning and Strategic Consulting deliver advanced solutions for CPAs and Attorneys to utilize with their top clients.
CPAs and legal professionals can utilize this collaborative Team-Based Model with Family Office style support and resources to deliver a better outcome and experience for the client compared to the alternatives while retaining full control of the relationship. This instantly elevates the CPA and Legal professional from most trusted advisor to most relevant advisor.
Phillip and his team have a process that ensures attention to detail during consultation, design, implementation review and reporting of advanced market solutions and strategies.
Disciplines include but are not limited to:
• Generational Wealth Management
• Business Advisory
• Tax Planning & Expense Reduction
• Asset Protection & Preservation
• Executive Compensation Plans & Buy Sell Agreements
• Risk Management | Insurance | Captive Programs
• Premium Financed Life Insurance | Private Placement Life Insurance
• Legal
• Transition, Exit and Legacy Planning
• …and more!
Created by:
PinPoint Planning and Strategic Consulting
If You Are Interested in Learning More, Please Submit Your Information for a Free Consultation