Our clients typically begin with a FREE 45-minute Tax Strategy Session. This is a discovery call where we will discuss:
BEFORE year end…
Tax Planning is the process of looking at a person’s life, business, and regulatoty requirements to LEGALLY reduce taxes.
AFTER year end…
Tax preparation is the process of preparing tax returns for submission to the IRS.
Many of the strategies we will cover allow you to reduce your taxes EVERY YEAR moving forward. Since our average client saves $22,750 per year, that’s $1,895 per month. That’s an extra $1,895 per month without: increasing your income, reducing your expenses, without having to grow your business, or reduce your lifestyle… just doing tax PLANNING.
So, think about it… if you OVER-PAID $22,750 last year, and are on track to OVER-PAY this year, and every year moving forward, what difference could this make in your life?
These are not guaranteed savings. Savings may be more or less and will be determined during your assessment based on your business size and circumstances.
You might be thinking, “Well, I’m sure my tax guy or gal has me covered.” The sad truth is:
Tax Plaming
Planning & core implementation
Planning implementation preparation quiarterlies
The Tax Plan For 2020, 2021 & Beyond
DedLFtion Review & Strategy Planning
Legal Entity Optimization Across LLC, S Corp, C Corp, Partnership
Retirement Options & Plan TO Hit An Extra IM By Reurement
Insurance Review To Protect Assets & Reduce Taxes
TCJA. FFCRA CARES Review For Liability Minimization
IRS & Court Case References Support Positions
Tax Advantaged Weatth Management Review
Core Strategy Implementation
Business Tax Preparation
Individual Tax Preparation
Ouarterty Estimated Payments
Quarterty Core Tax Planning & Implementation
Quarterty Ionl Review Tax Position
Stage One of the AlphaMark Tax MethodSM is also about Business Clarity. You see, bookkeeping gets a bad rap. Many business owners view it as a necessary business “evil” to make sure the books and the tax returns get closed in time for monthly, quarterly, and annual compliance. But it shouldn’t be. Business record keeping should provide 360⁰ clarity around the future and the past performance of a business.
This is accomplished by having a deep understanding of your business drivers: the lead generation activities, sales processes, fixed monthly costs, and changing (or variable) monthly costs, profit drivers, and other indicators of your business success. Most bookkeeping partners won’t take the time to understand you and your business, let alone help you create the processes, to be able to report on this information in a timely fashion so that you have the information you need to see clearly where you are, and where you are going.
360⁰ Business Clarity Services we provide:
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We, AlphaMark Tax, LLC and sister company, AlphaMark Wealth, LLC, and its third party affiliates and presenters, have taken reasonable precautions in the preparation of this material and believe that the information presented in this material is accurate as of the date it was written. However, we will assume no responsibility for any errors or omissions. We specifically disclaim any liability resulting from the use or application of the information contained in this publication.
To ensure compliance with requirements imposed by the IRS, we inform you that any US federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and it cannot be used for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. Always seek advice based on your particular circumstances from an independent advisor.
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