Working with a tax strategist ensures proactive tailored tax strategies that can significantly reduce your tax bill. Many times, clients are only focused on the compliance portion, making sure they are timely filing and paying all of their taxes. But rarely do clients sit with an advisor who can create, implement, and maintain various tax strategies to proactively pay as little as possible to the IRS.

Mr. Carrion is a Certified Tax Specialist (CTS), a designation for Enrolled Agents and Certified Public Accountants (CPA’s) who have successfully completed extensive education and training on advanced tax strategies that are commonly used by high-net-worth individuals and businesses of all sizes.

Tax Planning has 4 steps:

1. Discovery: Entails reviewing the financials, current year projections, and current tax returns and payments. Reviewing the corporate taxes to see what strategies the client can potentially take.
2. Strategy: Entails developing a list of strategies and the projected tax savings each plan can save the client.
3. Implementation: Working with the business owner to begin implementing the tax strategies to start saving money as of today.
4. Maintenance: Tax laws are constantly changing. Maintenance includes an ongoing plan to make sure the clients plans are still effective. Maintenance may also mean working with the client to ensure all documents are being recorded properly in case of an audit.

IF YOU THINK YOU ARE OVERPAYING IN TAXES OR HAVE NEVER DISCUSSED TAX MITIGATION TECHNIQUES ITS TIME TO SE TUP A DISCOVERY CALL