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There are over 70,000 pages in the IRS tax code. We know the ones relevant to realtors, self-employed, small to medium sized business owners and 1099 contractors. We use tax code to help you significantly and permanently reduce your tax liability... year after year. You work hard for your money, learn how to legally pay less so you can keep more of what you make and achieve greater financial freedom.
Typically, we reduce our client’s tax liability by 20% to 40%. Your tax plan acts as an annuity, generating significant savings year after year. Proving that tax planning is an incredible investment!
Reduce your taxable income and put more money in your pocket with a strong tax plan. The less you pay the IRS the more you can reinvest into your business and/or utilize for your personal goals and dreams. Tax planning helps free up capital, allowing you to take control of your money.
Our experts stay current with changes in tax laws, codes, statutes and regulations so you don’t have to. We provide peace of mind while helping our clients avoid costly and unnecessary penalties.
Lower your risk of audits with meticulous and accurate tax preparation and planning from experts. Our expertise, thorough documentation and attention to detail provide a strong defense against any potential audit inquiries.
Get guidance from our tax experts to maximize your savings. We will build a customized tax plan to ensure you’re taking advantage of every deduction and credit available to you and your business.
Why Our Tax Planning?
Reduce your tax liability 20% - 40%
If you don’t have an expert managing your accounting, you are probably overpaying your taxes. If you file a Schedule C with your 1040 personal tax return to report your business income, you are probably overpaying your taxes. If you are mixing business expenses with personal expenses, you are probably overpaying your taxes. If you are preparing your own tax return, you are probably overpaying your taxes. At Greenlight Tax Group, we are experts at helping our clients keep more of that they make. We eliminate self-employment tax and build and accounting system to create efficiencies that ensure accurate financials. Typically, we reduce or client’s taxes by 20% to 40%. We will design a tax plan, manage your accounting and prepare your returns. You focus on managing your business; we will take care of your taxes and guide you all along the way.
Why Choose Us to
Reduce Your Tax Liability?
Our tax planning team consists of CPAs, Enrolled IRS Agents and business tax strategists. They know tax code specific and relevant to you and your business…ensuring maximum tax savings.
Unlike most tax planning firms, the clock is never ticking. We want you to come see us, call us, email us and/or text us with your questions. You can enjoy peace of mind with our clear upfront pricing–no surprises.
Our clients experience significant tax savings with our team of experts and dedicated approach. We are committed to your success, and we’re determined to help you keep more of what you make.
Greenlight Tax Group serves as a faithful extension of your business. We work for you, not the IRS. We are dedicated to providing expertise, unwavering commitment to compliance and on-going support and guidance.
Our 5 Step Process:
We’ll kick things off with a discovery session to get a feel for your challenges, frustrations and unique needs and goals. During our chat, we’ll get into your business and dive into your current tax situation so we can map out our recommendations and next best steps.
After our initial meeting, we’ll create a scope of work and detail our recommendations. This typically includes accounting, advanced tax planning, IRS resolution plan (if applicable) and next steps.
To get started, we’ll send you a simple engagement letter (no lengthy contracts) that includes your tax-deductible fee, scope of work and commitments we’re making to ensure a successful relationship. We want to make this as easy as possible; we don’t force non-cancellable contracts or make you pay huge fees up-front. We won’t nickel and dime you or charge by the hour. Our fee structure is simple and 100% predictable.
Our onboarding process is designed to map out next steps, explain internal processes, as well as establish and align expectations. During this time, you will be assigned a dedicated accountant who will manage your bookkeeping so we can start building the foundation of your tax plan. We will also talk through a plan to tackle any tax issues we have identified. Our team works collaboratively, so we encourage you to ask questions and communicate specific needs during onboarding and all along the way.
Tax planning is a marathon, not a sprint. We don’t just set it up and forget it. Our team will provide on-going accounting support, and we will guide you on tax planning and tax issues all along the way. We are not your typical tax planning firm; we’re committed to clear and constant communication. You have a question, call us. Our team is quick to respond and always available to provide guidance, keeping you informed and confident.
❝In America there are two tax systems: one for the informed and one for the uninformed. Both are legal.❞
- Judge Learned Hand
Tired of overpaying your taxes?
Choose a Day & Time that works for you. Looking forward to it!
2024 © Greenlight Tax Group LLC, All rights reserved.
2024 © Greenlight Tax Group LLC, All rights reserved.
