Tax Planning

Proactive Tax Planning

Most CPAs do little more than record history, simply focused on putting the right numbers in the right boxes. There is a big difference between preparing tax returns and doing proactive tax planning. True tax planning requires a team of top-notch professionals that scour the eighty thousand plus pages of the IRS tax code looking for every legal deduction and loophole available to minimize your income taxes, estate taxes, and capital gains taxes.

Tax Strategies to Move Your Business Forward

CFOs, tax directors and business owners come to Veritas Wealth Management for much more than tax compliance. While we excel by ensuring you meet regulatory requirements, both domestic and global, that just scratches the surface of what our tax advisory team does. Whether you're looking to improve profitability, grow your business or implement a succession plan, we see proactive planning as a key strategic tool — as nothing less than a vital means of moving your company forward.

Remember, we work for you not for the IRS. Many of our clients save many times the fee in reduced tax liability through careful planning and legitimate tax strategies.

If you'd like to receive more information about our Tax Planning Service, please contact us now to setup a free consultation.

How To Get Started

If you'd like to receive more information about our tax preparation and planning services, please contact us to setup a quick introductory call to see how we can help you.