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The right strategies to beat the IRS — legally!

Bill Morgan

June 10, 2019

Are taxes a headache to you? Most people want to avoid all discussion of taxes for as long as possible throughout the year. What if we said you should work ahead on your taxes and be proactive?

If you have a great tax advisor, they should already be working FOR you all year, not just starting in January until your taxes are filed.

When you love your job, it becomes kinda fun (we know it sounds weird!) to sort through the new tax code changes and discover how to best use deductions, credits and perceived loopholes to save clients some money.

Each client is unique, and so is each tax strategy. Many factors — like income levels, business structure, future goals and more all play a part in how the tax strategy is set.


How we customize tax strategy to fit you

Creating a tax strategy is one of the best things you can do for your business — it ensures that you are paying the least amount of tax allowed by law.
We sit down with each client to analyze your current tax setup and legal structure. We want to make sure that you have the proper entity selection and make the best tax choices.
While these decisions might seem unimportant to the business owner, the new tax laws means that it will affect deductions and credits. It’s more important than ever to take a deeper look at how your business is set up and how you can best organize your tax structure to stay lean and save money.

Talk with a Morgan & Associates expert today — and you may be able to skip your next quarterly tax payment.

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