There is a significant difference between Strategic Tax Management and Tax Preparation.
The job of a Tax Preparer, like an accountant or CPA , is to ensure that you are paying the correct amount in taxes. In fact, a CPA is specifically trained to determine what you owe in taxes. A good CPA may have a few additional deductions their software cannot automatically find. A great CPA will discuss your specific situation and help you plan ways to reduce taxes, but they do not know all the tax minimization options we know. Why? It’s because they are trained to be CPAs, not Tax Strategists. We often hear clients express frustration about their tax preparer that they are paying too much in taxes. If your tax preparer says, “That’s a good problem to have.” Then you probably need to add a Tax Strategist to you team.
A Tax Strategist’s job, like us, is to understand your goals, your business structures, how title is held for your assets, and define a set of viable tax strategies that can meet your needs. We then explore these strategies with you to narrow in on a solution and build a tax strategy customized to meet your specific needs. Our firm has over 40 tax minimization options we can combine into literally 100s of strategies, but most importantly, we are real estate investors and business owners just like you. Over the last 20+ years we have used the solutions we recommend to minimize our own taxes and developed a network of best in class partners extensively vetted by us on our own businesses. We work in partnership with your tax preparer because you need both. We do not do what they do and they do not do what we do.
We not only understand how to design tax minimization strategies that fit your situation, but we also have multiple strategies for a given situation and we will educate you on these strategies, then let you choose the right one for you. Anyone with a significant amount of wealth needs to build a team of professionals they trust to meet their financial planning needs. Your team may include a realtor, a CPA, an attorney, an investment advisor, and possibly others. We can work with your existing team as your tax strategist, fill gaps in your current team, or help you build a team from scratch. Our goal is to help you meet your goals using the best tax strategy for your situation.
If you’d like to learn more, grab some time on our calendar to explore what works best for you.
Investors get rich by learning how to invest. They stay rich by understanding how to reduce or defer taxes.
We teach investors like you how to keep what they’ve earned working for them!
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At DeferTax, we specialize in comprehensive Tax Strategy and Tax Planning to help you achieve Financial Freedom through effective Tax Minimization. Our team of Financial Advisors and Tax Experts is dedicated to providing tailored Tax Solutions that include Estate Planning, Investment Strategy, and Business Tax consulting. With our expertise, clients can maximize Tax Savings, enhancing their Wealth Management and paving the way to smarter Money Management.
Our services are designed to optimize every aspect of your financial life, focusing on Tax Efficiency and Tax Optimization to reduce your liabilities on Homeowner Tax, Real Estate Tax, and Capital Gains. Whether you're looking for Financial Planning advice, Retirement Planning, or simply seeking ways to decrease your tax burden, DeferTax offers the Tax Reduction strategies that can help you maintain more of your hard-earned money. Trust us to guide you towards a more prosperous financial future.