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Tax Planning

Maximize your refund by analyzing your finances and planning ahead for tax season, stress-free

TAX FILING AND TAX PLANNING
  • According to Forbes Magazine, 93% of business owners are overpaying on their taxes.
  • The Government Accountability Office estimates that business owners overpay their taxes by $50 billion each year.
  • In 2018, Amazon made a net income of 10 billion dollars! They didn’t pay any income taxes. And they are not the only ones. Other S&P500 companies such Netflix, Chevron, Delta Airlines, General Motors, IBM, Jetblue Airways and Whirlpool didn’t pay taxes either.
  • The US Government has just printed over 2 trillion dollars during the CARES Act. How do you think they’re going to pay it? Do you believe taxes go up or down?
TAX FILING AND TAX PLANNING
  • According to an article featured in Forbes Magazine, 93% of business owners are overpaying on their taxes.
  • The Government Accountability Office estimates that business owners overpay their taxes by $50 billion each year.
  • In 2018, Amazon made a net income of 10 billion dollars! They didn’t pay any income taxes. And they are not the only ones. Other S&P500 companies such Netflix, Chevron, Delta Airlines, General Motors, IBM, Jetblue Airways and Whirlpool didn’t pay taxes either.
  • The US Government has just printed over 2 trillion dollars during the CARES Act. How do you think they’re going to pay it? Do you believe taxes go up or down?

Tax Strategists you can Trust

At UBOS, we take a pride in serving our clients to our fullest potential. So far in 2020, we have been successful in saving our clients a sum total of:

(In Federal Taxes alone)
And the count continues

Tax Planning vs. Tax Filing

Tax Filing is the process of preparing your tax return and submitting it to the IRS by a specific deadline each year. On the other hand, Tax Planning is the process of working with a professional in order to use the tax code to your advantage. Simply put, Tax Filing is what you do once a year, Tax Planning is what you do year-round.

Tax Planning vs. Tax Filing

Tax Planning is the process of working with a professional in order to use the tax code to your advantage. Simply put, Tax Filing is what you do once a year, Tax Planning is what you do year-round. Tax Filing is the process of preparing your tax return and submitting it to the IRS by a specific deadline each year. On the other hand,

How are the rich able to avoid paying taxes?

We’ve all heard that Warren Buffett’s famous line — worth over $79 billion — consistently pays less in taxes than most of his employees. While that won’t make sense to most people, any business owner or individual can follow a similar path — legally — with the right team of professionals working by their side. This is all thanks to Tax Planning.

How are the rich able to avoid paying taxes?

We’ve all heard that Warren Buffett’s famous line — worth over $79 billion — consistently pays less in taxes than most of his employees. While that won’t make sense to most people, any business owner or individual can follow a similar path — legally — with the right team of professionals working by their side. This is all thanks to Tax Planning.

Why can’t I just work with my CPA on this?

We’ve all heard that Warren Buffett’s famous line — worth over $79 billion — he consistently pays less in taxes than most of his employees. While that won’t make sense to most people, any business owner or individual can follow a similar path — legally — with the right team of professionals working by their side. This is all thanks to Tax Planning.

Most owners won’t be aware of this, but the IRS tax code currently has over 76,000 pages and the average CPA won’t spend their time deciphering each and every page. Even if they did, CPA’s are not trained to decipher tax code. With a tax attorney however, they have the knowledge and expertise to bring your company significant savings come tax season.

BOOKKEEPING AND PAYROLL

Why can’t I just work with my CPA on this?

We’ve all heard that Warren Buffett’s famous line — worth over $79 billion — he consistently pays less in taxes than most of his employees. While that won’t make sense to most people, any business owner or individual can follow a similar path — legally — with the right team of professionals working by their side. This is all thanks to Tax Planning.

Most owners won’t be aware of this, but the IRS tax code currently has over 76,000 pages and the average CPA won’t spend their time deciphering each and every page. Even if they did, CPA’s are not trained to decipher tax code. With a tax attorney however, they have the knowledge and expertise to bring your company significant savings come tax season.

BOOKKEEPING AND PAYROLL
GUARANTEED

During our Free Assessment stage, you will receive a GUARANTEED savings amount. If we don’t meet that guarantee, your tax planning is FREE!!