Cultivate CPA PC Packages
Windsor, CO
View Full ProfileTax Planning to Reduce Your Tax Bill by $20k-$1mm+
Tax Planning is the process of: • Evaluating your current and future income, assets, and life situation, • Along with your wealth-building goals, future income, retirement, and estate plans, • To prepare a strategic plan to position you to • Accelerate your wealth creation and • Result in the lowest tax liability.
| Features |
Small $5,000 /totalSmall Business Owner w/Net Income $200k-$500k |
Medium $10,000 /totalBusiness Owner/Investor w/Net Income $500k-$1.5mm |
Large $20,000 /totalBusiness Owner/Investor w/Net Income $1.5mm+ |
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2 Year Tax Plan |
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Deduction Review & Strategy Planning |
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Legal Entity Optimization Across LLC, S Corp, C Corp, Partnership |
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Retirement Options |
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TCJA, FFCRA, CARES, ARP COVID Relief Bill Review For Liability Minimization |
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Review Tax Policy Proposed Pre-Law Changes And Make Recommendations |
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IRS & Court Case References Support Positions |
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Advanced Tax Strategies for $100k+ Tax Savings Integrating Wealth, Investment, & Business Plans |
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Core Strategy Implementation |
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Quarterly Estimated Payments |
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– |
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Quarterly 1-on-1 Review of Tax Position |
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Delivery Time |
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Small $5,000 /totalSmall Business Owner w/Net Income $200k-$500k |
|
|---|---|
|
2 Year Tax Plan |
|
|
Deduction Review & Strategy Planning |
|
|
Legal Entity Optimization Across LLC, S Corp, C Corp, Partnership |
|
|
Retirement Options |
|
|
TCJA, FFCRA, CARES, ARP COVID Relief Bill Review For Liability Minimization |
|
|
Review Tax Policy Proposed Pre-Law Changes And Make Recommendations |
|
|
IRS & Court Case References Support Positions |
|
|
Advanced Tax Strategies for $100k+ Tax Savings Integrating Wealth, Investment, & Business Plans |
– |
|
Core Strategy Implementation |
– |
|
Quarterly Estimated Payments |
– |
|
Quarterly 1-on-1 Review of Tax Position |
– |
|
Delivery Time |
– |
|
Medium $10,000 /totalBusiness Owner/Investor w/Net Income $500k-$1.5mm |
|
|---|---|
|
2 Year Tax Plan |
|
|
Deduction Review & Strategy Planning |
|
|
Legal Entity Optimization Across LLC, S Corp, C Corp, Partnership |
|
|
Retirement Options |
|
|
TCJA, FFCRA, CARES, ARP COVID Relief Bill Review For Liability Minimization |
|
|
Review Tax Policy Proposed Pre-Law Changes And Make Recommendations |
|
|
IRS & Court Case References Support Positions |
|
|
Advanced Tax Strategies for $100k+ Tax Savings Integrating Wealth, Investment, & Business Plans |
|
|
Core Strategy Implementation |
– |
|
Quarterly Estimated Payments |
– |
|
Quarterly 1-on-1 Review of Tax Position |
– |
|
Delivery Time |
– |
|
Large $20,000 /totalBusiness Owner/Investor w/Net Income $1.5mm+ |
|
|---|---|
|
2 Year Tax Plan |
|
|
Deduction Review & Strategy Planning |
|
|
Legal Entity Optimization Across LLC, S Corp, C Corp, Partnership |
|
|
Retirement Options |
|
|
TCJA, FFCRA, CARES, ARP COVID Relief Bill Review For Liability Minimization |
|
|
Review Tax Policy Proposed Pre-Law Changes And Make Recommendations |
|
|
IRS & Court Case References Support Positions |
|
|
Advanced Tax Strategies for $100k+ Tax Savings Integrating Wealth, Investment, & Business Plans |
|
|
Core Strategy Implementation |
|
|
Quarterly Estimated Payments |
|
|
Quarterly 1-on-1 Review of Tax Position |
|
|
Delivery Time |
– |
Examples
