Expert Tax Planning To Help YOU Save Money on Taxes
Tax Preparation does NOT equal Tax Planning! If your accountant has only ever prepared your taxes, but never dug deep into tax planning, you are likely paying more than your fair share of taxes.
No one should pay $1 more in taxes than they are legally required to pay! Schedule a call with our tax planning experts to find ways to legally lower your tax liability today.
Schedule a call with an expert today
Meet Mark Sharman, CPA
FOUNDER + TAX PLANNER + CFO CONSULTANT
Husband to Ruth. Father of 8 Beautiful Girls. Mark founded this firm in 2013.
He has a Bachelor’s in Business, Master’s in Accounting and Financial Management, and is a licensed CPA.
Mark has had his hand in every aspect of Accounting and Tax Services through the years, but currently focuses on maximizing client’s Tax Savings and Net Profits through Tax Planning and CFO Consulting. He is passionate about making a difference in the lives and businesses of his clients by helping them realize their goals and dreams that led them to be an entrepreneur in the first place.
Navigate Your Taxes With Help From Expert CPAs
Ever felt like you are paying too much in taxes? Most business owners who come to us have overpaid taxes for years. We provide our clients with a comprehensive tax planning review of their life, business, and regulatory requirements to legally reduce taxes. We review:
- Amended Previous Year Filings (where our clients often receive thousands in tax refunds)
- Deductions
- Legal Entity Structure
- Retirement
- Business Loopholes
- Regulatory Changes
- Niche Specific Strategies
- Advanced Strategies
We're experts in all aspects of tax and business finance
Proactive Tax Planning
Our tax experts focus on proactively implementing key tax savings strategies to help lower your tax burden each year.
Legislative Changes
Stay on top of the latest legislation changes and understand how they may affect you this year and every year moving forward.
Certified Public Accountants
Our CPAs, continually train and research to help you navigate the changing laws.
Correct Tax Mistakes
Most tax preparers focus solely on data entry only to submit your return as quickly as possible, making critical, higher-level mistakes. We can help.
Plan Quarterly Tax Payments
Let us help you proactively stay on top of your tax liability and help lower your tax bill each quarter.
Comprehensive Review
We review Deductions, Legal Entity Structure, Insurance, Retirement, Loopholes, Regulatory Changes, Niche Strategies &, Advanced Strategies.
Success Stories from Our Clients:
We have helped many people this year save tens of thousands in taxes. Here are just three:
- A W2 employee + Sch E Rental with income of $329,078 saved $24,488 in 2021, 2022, and beyond
- A Real Estate Agent with income of $172,545 saved $24,761 in 2021, 2022, and beyond
- A Real Estate Investor with income of $347,445 saved $68,445 in 2021, 2022, and beyond
"He falls into that rare category of genius"
"I have worked with many accountants over the years. Mark is by far the best. He's not just good with accounting, but strangely enjoys it. He is high character, has a great sense of humor, and a really cool Aussie accent. He falls into that rare category of genius. He is able to study your unique business situation and propose solutions that greatly improve your model and your tax situation. I highly recommend Mark and his team."
Tax Planning and CFO Consulting Services that Help YOU Drive Profits and Save on Taxes.
- Tax Planning
- Tax Preparation
- Entity Formation
- Asset Protection
- Wealth Management
- Outsourced Chief Financial Officer
- Monthly Accounting
- Business Cleanup
Real Customer Results
