Tax Planning

Tax Planning


If tax season looming around the corner creates anxiety for you, you’re not alone. Leave your tax preparation to us and we’ll make sure all the necessary paperwork is correctly filed and audit-proof, taxes are paid in full, and of course, everything is delivered on time so you can spend your April 15th anxiety-free. With Tax planning services you can achieve your personal goals.

However, our tax planning services extend above and beyond tax preparation by helping you navigate complex tax compliance laws and regulations. Our experts will examine your business to provide consultation on how to reduce your tax liability, increase your deductions and maximize the tax credits you can take advantage of. By uncovering opportunities to minimize your taxes, with UBOS tax planning becomes business planning.

We understand our clients don’t like to play around when tax season approaches. At UBOS, we don’t like to play around either. When you invest in our services, you will immediately begin working with a tax attorney designed to save you as much money as possible.

First, we will send you an assessment that details your estimated reduction, as well as what you need to do to achieve it. If you follow our advice and utilize the strategies we list, we will guarantee that your reduction is met!

We make this guarantee because we have a team of tax attorneys who eat, sleep, and breathe the tax code. It’s not that your CPA can’t do this for you, they simply don’t have the time to because they’re busy with the rest of your paperwork and filings.

With UBOS’ Tax Planning service, you won’t have to assume you’re getting the deductions you deserve. You can rest easy knowing your business is being cared for from every angle possible. We’re not here to do your CPAs job or get in their way. In fact, we work as an extension of your CPA and will help any business get the most out of tax season.

The truth is, there are basic tax strategies and advanced tax strategies. Most individuals, small- and mid-sized business owners will implement the basic strategies. All the big corporations and people like Warren Buffett, they apply the advanced strategies, and it’s an ample reason why they’re able to save so much of the money they earn.

It’s not that what they’re doing is wrong or illegal; it’s actually the exact opposite. They know how to work their way around the tax code, and that’s precisely what UBOS has learned to do for all the small- and mid-sized business owners.

We understand how complex the tax system is, but we’ll make it extremely easy for you to follow. With step-by-step instructions, expert advice, and access to some of the brightest professionals in the game, UBOS is ready to help you meet your financial, tax, and business goals.

That’s not even the best part! All these savings you see on your tax bill can be utilized every year, so long as you meet the requirements again. With our detailed report, tax season won’t be so scary and you can approach the season with confidence. Better yet, you’ll come out of tax season in a better position than when you entered — all thanks to UBOS!