for entrepreneurs & business owners
Are income taxes depleting your business profits?
Discover how your business can use a coordinated tax strategy to keep more of what you earn.
How our approach leads to tax-efficient operations
Most tax advisors only review income taxes when filing your tax return. After most planning opportunities are gone, and when tax liabilities are unexpected. Our proactive approach identifies tax savings strategies before they’re lost at year-end, and calculates tax liabilities long before the payments are due.
Entity Structure Review & Implementation
We review your current tax structure and determine if that’s the most efficient structure for your business. If another structure is better, we assist with implementing the new structure with you.
Optimized Timing of Income & Deductions
Unlike W-2 earners, business owners often have more control over the timing of their taxable income. We review your taxable income throughout the year, to identify if deferring income or expediting expenses is an optimal strategy.
Year-Round Tax Exposure Analysis
Knowing how much to set aside for taxes is often one of the biggest challenges for business owners. We review tax exposure throughout the year so you aren’t faced with an unexpected tax bill in April, or setting too much cash aside that could be put to better use.
Are your financial statements tax ready?
We often say the best tax strategy is accurate bookkeeping. Having accurate financial records ensure income isn’t overstated and no deductions fall through the cracks. Having accurate, tax-ready financials often leads to more tax savings than any other tax strategy you can use.
How WealthPath Can Help
Year-End Financial Close
For businesses that don’t need year-round support, our year-end financial close assists with making final journal entries ahead of tax return preparation.
Full-Service Bookkeeping
From recording daily transactions to posting recurring journal entries, our full-service bookkeeping takes accounting off your plate, and provides accurate reporting for tax and business needs.
Fractional Controllership
As your business grows, tracking financial performance becomes increasingly important. Our fractional controllership provides controller level analysis, without the expense of hiring a full-time employee.
Fractional CFO
Adding a financial specialist to your C-Suite can be a significant expense. Our fractional CFO service provides executive level financial leadership to take your business to the next level.
Your Business Needs a Tax Plan
You've worked hard to build and sustain your business. build a tax plan to protect your profits from unnecessary tax burdens.
Book a Free Tax Strategy Call
Complete this form to schedule a 1-on-1 strategy call to see what your tax advisor might be missing.