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data-elementor-id="14" class="elementor elementor-14" data-elementor-post-type="page"> <section class="elementor-section elementor-top-section elementor-element elementor-element-428f57a elementor-section-full_width elementor-section-height-min-height elementor-section-items-stretch elementor-section-height-default" data-id="428f57a" data-element_type="section" data-settings="{"background_background":"classic"}"> <div class="elementor-container elementor-column-gap-default"> <div class="elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-15e0b47" data-id="15e0b47" data-element_type="column" data-settings="{"background_background":"classic"}"> <div class="elementor-widget-wrap elementor-element-populated"> <div class="elementor-element elementor-element-e76c176 elementor-widget elementor-widget-spacer" data-id="e76c176" data-element_type="widget" data-widget_type="spacer.default"> <div class="elementor-widget-container"> <div class="elementor-spacer"> <div class="elementor-spacer-inner"></div> </div> </div> </div> </div> </div> <div class="elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-1d5017d" data-id="1d5017d" data-element_type="column"> <div class="elementor-widget-wrap elementor-element-populated"> <div class="elementor-element elementor-element-d4f7045 elementor-widget elementor-widget-heading" data-id="d4f7045" data-element_type="widget" data-widget_type="heading.default"> <div class="elementor-widget-container"> <h2 class="elementor-heading-title elementor-size-default">Tax Planning</h2> </div> </div> <div class="elementor-element elementor-element-8f6fba8 elementor-widget__width-initial elementor-widget elementor-widget-heading" data-id="8f6fba8" data-element_type="widget" data-widget_type="heading.default"> <div class="elementor-widget-container"> <h1 class="elementor-heading-title elementor-size-default">Keep More of Your Money</h1> </div> </div> <div class="elementor-element elementor-element-547cc0a elementor-invisible elementor-widget elementor-widget-text-editor" data-id="547cc0a" data-element_type="widget" data-settings="{"_animation":"fadeInDown"}" data-widget_type="text-editor.default"> <div class="elementor-widget-container"> <p><span style="text-decoration: underline;"><strong>Over 90% of the time</strong></span> we find tax planning strategies that previous CPAs/accounting firms missed. Through expert guidance and forward-looking strategies, our tax advisors have <span style="text-decoration: underline;"><strong>unlocked over $43 million in savings</strong></span> for our clients.</p> </div> </div> <div class="elementor-element elementor-element-4757c0b elementor-widget__width-auto elementor-widget elementor-widget-button" data-id="4757c0b" data-element_type="widget" data-widget_type="button.default"> <div class="elementor-widget-container"> <div class="elementor-button-wrapper"> <a class="elementor-button elementor-button-link elementor-size-md elementor-animation-grow" href="#form"> <span class="elementor-button-content-wrapper"> <span class="elementor-button-text">Contact Me</span> </span> </a> </div> </div> </div> <div class="elementor-element elementor-element-27d12fe elementor-widget__width-auto elementor-widget-mobile__width-inherit elementor-widget-tablet__width-inherit elementor-widget elementor-widget-button" data-id="27d12fe" data-element_type="widget" data-widget_type="button.default"> <div class="elementor-widget-container"> <div class="elementor-button-wrapper"> <a class="elementor-button elementor-button-link elementor-size-md elementor-animation-grow" href="https://calendly.com/d/g3m-mxy-dcn" target="_blank"> <span class="elementor-button-content-wrapper"> <span class="elementor-button-text">Schedule A Meeting</span> </span> </a> </div> </div> </div> <div class="elementor-element elementor-element-c59e9ef elementor-widget__width-auto elementor-widget-mobile__width-inherit elementor-widget-tablet__width-inherit elementor-widget elementor-widget-button" data-id="c59e9ef" data-element_type="widget" data-widget_type="button.default"> <div class="elementor-widget-container"> <div class="elementor-button-wrapper"> <a class="elementor-button elementor-button-link elementor-size-md elementor-animation-grow" href="https://ecomcpa.com/compare-plans/" target="_blank"> <span class="elementor-button-content-wrapper"> <span class="elementor-button-text">Compare Plans</span> </span> </a> </div> </div> </div> </div> </div> </div> </section> <section class="elementor-section elementor-top-section elementor-element elementor-element-38a8609 elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="38a8609" data-element_type="section" id="get-started" data-settings="{"background_background":"classic"}"> <div class="elementor-container elementor-column-gap-default"> <div class="elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-d5419ed" data-id="d5419ed" data-element_type="column"> <div class="elementor-widget-wrap elementor-element-populated"> <section class="elementor-section elementor-inner-section elementor-element elementor-element-f4dc1a6 elementor-section-content-middle elementor-reverse-mobile elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="f4dc1a6" data-element_type="section"> <div class="elementor-container elementor-column-gap-default"> <div class="elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-7664f52" data-id="7664f52" data-element_type="column"> <div class="elementor-widget-wrap elementor-element-populated"> <div class="elementor-element elementor-element-0895b7e elementor-widget elementor-widget-heading" data-id="0895b7e" data-element_type="widget" data-widget_type="heading.default"> <div class="elementor-widget-container"> <h2 class="elementor-heading-title elementor-size-default">What is Tax Planning</h2> </div> </div> <div class="elementor-element elementor-element-73d34d9 elementor-widget elementor-widget-text-editor" data-id="73d34d9" data-element_type="widget" data-widget_type="text-editor.default"> <div class="elementor-widget-container"> <p><span style="font-weight: 400;">Think of it as your roadmap, guiding you through a maze of tax laws and regulations to find every possible saving, while ensuring:</span></p><ul><li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Proper entity selection</span></li><li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Maximized use of tax credits and deductions</span></li><li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Strategic planning for taxable income reduction</span></li><li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Tax advice for family business owners and their family </span></li><li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Continuous monitoring of tax law changes to advise on proactive adjustments</span></li><li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Guidance on investments and their tax implications</span></li><li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Ensuring that tax planning aligns with long-term business goals and objectives</span></li></ul> </div> </div> </div> </div> <div class="elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-a8d716e" data-id="a8d716e" data-element_type="column"> <div class="elementor-widget-wrap elementor-element-populated"> <div class="elementor-element elementor-element-c905950 elementor-widget elementor-widget-image" data-id="c905950" data-element_type="widget" data-widget_type="image.default"> <div class="elementor-widget-container"> <img fetchpriority="high" decoding="async" width="1000" height="667" src="https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/What-is-Tax-Planning.jpg?strip=all&lossy=1&ssl=1&lazy=1" class="attachment-large size-large wp-image-1318 lazyload" alt="" data-src="https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/What-is-Tax-Planning.jpg?strip=all&lossy=1&ssl=1" loading="lazy" data-srcset="https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/What-is-Tax-Planning.jpg?strip=all&lossy=1&ssl=1 1000w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/What-is-Tax-Planning-300x200.jpg?strip=all&lossy=1&ssl=1 300w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/What-is-Tax-Planning-768x512.jpg?strip=all&lossy=1&ssl=1 768w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/What-is-Tax-Planning.jpg?strip=all&lossy=1&w=384&ssl=1 384w" data-sizes="auto" data-eio-rwidth="1000" data-eio-rheight="667" /><noscript><img fetchpriority="high" decoding="async" width="1000" height="667" src="https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/What-is-Tax-Planning.jpg?strip=all&lossy=1&ssl=1" class="attachment-large size-large wp-image-1318" alt="" srcset="https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/What-is-Tax-Planning.jpg?strip=all&lossy=1&ssl=1 1000w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/What-is-Tax-Planning-300x200.jpg?strip=all&lossy=1&ssl=1 300w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/What-is-Tax-Planning-768x512.jpg?strip=all&lossy=1&ssl=1 768w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/What-is-Tax-Planning.jpg?strip=all&lossy=1&w=384&ssl=1 384w" sizes="(max-width: 1000px) 100vw, 1000px" data-eio="l" /></noscript> </div> </div> </div> </div> </div> </section> <section class="elementor-section elementor-inner-section elementor-element elementor-element-d131680 elementor-section-content-middle elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="d131680" data-element_type="section"> <div class="elementor-container elementor-column-gap-default"> <div class="elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-7ace7ee" data-id="7ace7ee" data-element_type="column"> <div class="elementor-widget-wrap elementor-element-populated"> <div class="elementor-element elementor-element-4051b2f elementor-widget elementor-widget-image" data-id="4051b2f" data-element_type="widget" data-widget_type="image.default"> <div class="elementor-widget-container"> <img decoding="async" width="1000" height="667" src="https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/How-Much-Can-I-Save.jpg?strip=all&lossy=1&ssl=1&lazy=1" class="attachment-large size-large wp-image-1319 lazyload" alt="" data-src="https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/How-Much-Can-I-Save.jpg?strip=all&lossy=1&ssl=1" loading="lazy" data-srcset="https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/How-Much-Can-I-Save.jpg?strip=all&lossy=1&ssl=1 1000w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/How-Much-Can-I-Save-300x200.jpg?strip=all&lossy=1&ssl=1 300w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/How-Much-Can-I-Save-768x512.jpg?strip=all&lossy=1&ssl=1 768w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/How-Much-Can-I-Save.jpg?strip=all&lossy=1&w=384&ssl=1 384w" data-sizes="auto" data-eio-rwidth="1000" data-eio-rheight="667" /><noscript><img decoding="async" width="1000" height="667" src="https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/How-Much-Can-I-Save.jpg?strip=all&lossy=1&ssl=1" class="attachment-large size-large wp-image-1319" alt="" srcset="https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/How-Much-Can-I-Save.jpg?strip=all&lossy=1&ssl=1 1000w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/How-Much-Can-I-Save-300x200.jpg?strip=all&lossy=1&ssl=1 300w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/How-Much-Can-I-Save-768x512.jpg?strip=all&lossy=1&ssl=1 768w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/How-Much-Can-I-Save.jpg?strip=all&lossy=1&w=384&ssl=1 384w" sizes="(max-width: 1000px) 100vw, 1000px" data-eio="l" /></noscript> </div> </div> </div> </div> <div class="elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-442991e" data-id="442991e" data-element_type="column"> <div class="elementor-widget-wrap elementor-element-populated"> <div class="elementor-element elementor-element-4ffc69b elementor-widget elementor-widget-heading" data-id="4ffc69b" data-element_type="widget" data-widget_type="heading.default"> <div class="elementor-widget-container"> <h2 class="elementor-heading-title elementor-size-default">How Much Can I Save</h2> </div> </div> <div class="elementor-element elementor-element-4727029 elementor-widget elementor-widget-text-editor" data-id="4727029" data-element_type="widget" data-widget_type="text-editor.default"> <div class="elementor-widget-container"> <p>When there’s $150,000 or more in net profit, our tax professionals are typically able to uncover 20-50k in tax savings, yet it’s not uncommon for them to be higher (more net profit equals more opportunity). We offer a zero cost planning session (link to form) to uncover the amount of money you are leaving on the table now.</p><p>A good tax strategy takes into account the broader financial picture, including cash flow, investment plans, business structure, and future business goals, not just tax savings.</p><p>For businesses who utilize our Exit Planning the tax savings can shift from 5 all the way up to 7 figures. </p> </div> </div> </div> </div> </div> </section> <section class="elementor-section elementor-inner-section elementor-element elementor-element-4d91065 elementor-section-content-middle elementor-reverse-mobile elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="4d91065" data-element_type="section"> <div class="elementor-container elementor-column-gap-default"> <div class="elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-2c373b5" data-id="2c373b5" data-element_type="column"> <div class="elementor-widget-wrap elementor-element-populated"> <div class="elementor-element elementor-element-85128fc elementor-widget__width-initial elementor-widget elementor-widget-heading" data-id="85128fc" data-element_type="widget" data-widget_type="heading.default"> <div class="elementor-widget-container"> <h2 class="elementor-heading-title elementor-size-default">What Time of the Year Is Best</h2> </div> </div> <div class="elementor-element elementor-element-d25350f elementor-widget elementor-widget-text-editor" data-id="d25350f" data-element_type="widget" data-widget_type="text-editor.default"> <div class="elementor-widget-container"> <p>When tax planning is relevant (your business is profitable and you will owe the internal revenue service or your state/s money) there’s not really a starting and stopping point. Truly maximizing savings requires that your tax advisor is a part of business strategy conversations on a regular cadence. We meet with our clients who engage us for Premium Planning at least 4 times a year to make sure we don’t miss anything. </p> </div> </div> </div> </div> <div class="elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-16ea468" data-id="16ea468" data-element_type="column"> <div class="elementor-widget-wrap elementor-element-populated"> <div class="elementor-element elementor-element-5570f52 elementor-widget elementor-widget-image" data-id="5570f52" data-element_type="widget" data-widget_type="image.default"> <div class="elementor-widget-container"> <img loading="lazy" decoding="async" width="1000" height="667" src="https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/What-Time-of-the-Year-is-Best.jpg?strip=all&lossy=1&ssl=1&lazy=1" class="attachment-large size-large wp-image-1320 lazyload" alt="" data-src="https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/What-Time-of-the-Year-is-Best.jpg?strip=all&lossy=1&ssl=1" data-srcset="https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/What-Time-of-the-Year-is-Best.jpg?strip=all&lossy=1&ssl=1 1000w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/What-Time-of-the-Year-is-Best-300x200.jpg?strip=all&lossy=1&ssl=1 300w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/What-Time-of-the-Year-is-Best-768x512.jpg?strip=all&lossy=1&ssl=1 768w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/What-Time-of-the-Year-is-Best.jpg?strip=all&lossy=1&w=384&ssl=1 384w" data-sizes="auto" data-eio-rwidth="1000" data-eio-rheight="667" /><noscript><img loading="lazy" decoding="async" width="1000" height="667" src="https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/What-Time-of-the-Year-is-Best.jpg?strip=all&lossy=1&ssl=1" class="attachment-large size-large wp-image-1320" alt="" srcset="https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/What-Time-of-the-Year-is-Best.jpg?strip=all&lossy=1&ssl=1 1000w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/What-Time-of-the-Year-is-Best-300x200.jpg?strip=all&lossy=1&ssl=1 300w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/What-Time-of-the-Year-is-Best-768x512.jpg?strip=all&lossy=1&ssl=1 768w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/What-Time-of-the-Year-is-Best.jpg?strip=all&lossy=1&w=384&ssl=1 384w" sizes="(max-width: 1000px) 100vw, 1000px" data-eio="l" /></noscript> </div> </div> </div> </div> </div> </section> </div> </div> </div> </section> <section class="elementor-section elementor-top-section elementor-element elementor-element-353c658 elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="353c658" data-element_type="section" data-settings="{"background_background":"classic"}"> <div class="elementor-container elementor-column-gap-default"> <div class="elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-4e3848d" data-id="4e3848d" data-element_type="column"> <div class="elementor-widget-wrap elementor-element-populated"> <section class="elementor-section elementor-inner-section elementor-element elementor-element-cba6536 elementor-section-height-min-height elementor-section-boxed elementor-section-height-default" data-id="cba6536" data-element_type="section" data-settings="{"background_background":"classic"}"> <div class="elementor-background-overlay"></div> <div class="elementor-container elementor-column-gap-default"> <div class="elementor-column elementor-col-100 elementor-inner-column elementor-element elementor-element-91f8bc2" data-id="91f8bc2" data-element_type="column"> <div class="elementor-widget-wrap elementor-element-populated"> <div class="elementor-element elementor-element-8fd9a3a elementor-widget__width-initial elementor-widget elementor-widget-heading" data-id="8fd9a3a" data-element_type="widget" data-widget_type="heading.default"> <div class="elementor-widget-container"> <h2 class="elementor-heading-title elementor-size-default">Are You Prepared for a Conversation?</h2> </div> </div> <div class="elementor-element elementor-element-8dca984 elementor-widget elementor-widget-text-editor" data-id="8dca984" data-element_type="widget" data-widget_type="text-editor.default"> <div class="elementor-widget-container"> <p>Have more questions about how tax planning works?</p> </div> </div> <div class="elementor-element elementor-element-db612ef elementor-align-center elementor-widget elementor-widget-button" data-id="db612ef" data-element_type="widget" data-widget_type="button.default"> <div class="elementor-widget-container"> <div class="elementor-button-wrapper"> <a class="elementor-button elementor-button-link elementor-size-md elementor-animation-grow" href="#form"> <span class="elementor-button-content-wrapper"> <span class="elementor-button-text">Schedule A Free Consultation</span> </span> </a> </div> </div> </div> </div> </div> </div> </section> </div> </div> </div> </section> <section class="elementor-section elementor-top-section elementor-element elementor-element-96b6153 elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="96b6153" data-element_type="section"> <div class="elementor-container elementor-column-gap-default"> <div class="elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-3a0ea66" data-id="3a0ea66" data-element_type="column"> <div class="elementor-widget-wrap elementor-element-populated"> <section class="elementor-section elementor-inner-section elementor-element elementor-element-2de38f0 elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="2de38f0" data-element_type="section"> <div class="elementor-container elementor-column-gap-default"> <div class="elementor-column elementor-col-100 elementor-inner-column elementor-element elementor-element-6d4d6cf" data-id="6d4d6cf" data-element_type="column" data-settings="{"background_background":"classic"}"> <div class="elementor-widget-wrap elementor-element-populated"> <div class="elementor-background-overlay"></div> <div class="elementor-element elementor-element-1f28a4b elementor-widget__width-initial elementor-widget elementor-widget-heading" data-id="1f28a4b" data-element_type="widget" data-widget_type="heading.default"> <div class="elementor-widget-container"> <h2 class="elementor-heading-title elementor-size-default">Items that need to be considered frequently: </h2> </div> </div> </div> </div> </div> </section> <section class="elementor-section elementor-inner-section elementor-element elementor-element-de1f135 elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="de1f135" data-element_type="section"> <div class="elementor-container elementor-column-gap-default"> <div class="elementor-column elementor-col-100 elementor-inner-column elementor-element elementor-element-b27ee2e" data-id="b27ee2e" data-element_type="column" data-settings="{"background_background":"classic"}"> <div class="elementor-widget-wrap elementor-element-populated"> <section class="elementor-section elementor-inner-section elementor-element elementor-element-153be4f elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="153be4f" data-element_type="section"> <div class="elementor-container elementor-column-gap-default"> <div class="elementor-column elementor-col-100 elementor-inner-column elementor-element elementor-element-371ad32" data-id="371ad32" data-element_type="column"> <div class="elementor-widget-wrap elementor-element-populated"> <div class="elementor-element elementor-element-7dbfeab elementor-widget elementor-widget-heading" data-id="7dbfeab" data-element_type="widget" data-widget_type="heading.default"> <div class="elementor-widget-container"> <h3 class="elementor-heading-title elementor-size-default">Strategic Business Planning and Growth:</h3> </div> </div> <div class="elementor-element elementor-element-2493b68 elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list" data-id="2493b68" data-element_type="widget" data-widget_type="icon-list.default"> <div class="elementor-widget-container"> <ul class="elementor-icon-list-items"> <li class="elementor-icon-list-item"> <span class="elementor-icon-list-icon"> <i aria-hidden="true" class="fas fa-check"></i> </span> <span class="elementor-icon-list-text">Discuss long-term business goals and strategies.</span> </li> <li class="elementor-icon-list-item"> <span class="elementor-icon-list-icon"> <i aria-hidden="true" class="fas fa-check"></i> </span> <span class="elementor-icon-list-text">Align tax planning with the overall business growth and expansion plans.</span> </li> </ul> </div> </div> </div> </div> </div> </section> <section class="elementor-section elementor-inner-section elementor-element elementor-element-d3b9503 elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="d3b9503" data-element_type="section"> <div class="elementor-container elementor-column-gap-default"> <div class="elementor-column elementor-col-100 elementor-inner-column elementor-element elementor-element-8b4bedd" data-id="8b4bedd" data-element_type="column"> <div class="elementor-widget-wrap elementor-element-populated"> <div class="elementor-element elementor-element-afad11e elementor-widget elementor-widget-heading" data-id="afad11e" data-element_type="widget" data-widget_type="heading.default"> <div class="elementor-widget-container"> <h3 class="elementor-heading-title elementor-size-default">Personal Tax Implications:</h3> </div> </div> <div class="elementor-element elementor-element-6ec8ea2 elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list" data-id="6ec8ea2" data-element_type="widget" data-widget_type="icon-list.default"> <div class="elementor-widget-container"> <ul class="elementor-icon-list-items"> <li class="elementor-icon-list-item"> <span class="elementor-icon-list-icon"> <i aria-hidden="true" class="fas fa-check"></i> </span> <span class="elementor-icon-list-text">Review the business owner's personal tax situation and how it interrelates with the business taxes.</span> </li> <li class="elementor-icon-list-item"> <span class="elementor-icon-list-icon"> <i aria-hidden="true" class="fas fa-check"></i> </span> <span class="elementor-icon-list-text">Discuss strategies for income splitting, retirement planning, and personal investing.</span> </li> </ul> </div> </div> </div> </div> </div> </section> <section class="elementor-section elementor-inner-section elementor-element elementor-element-126a765 elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="126a765" data-element_type="section"> <div class="elementor-container elementor-column-gap-default"> <div class="elementor-column elementor-col-100 elementor-inner-column elementor-element elementor-element-ffdef8b" data-id="ffdef8b" data-element_type="column"> <div class="elementor-widget-wrap elementor-element-populated"> <div class="elementor-element elementor-element-ef3f880 elementor-widget elementor-widget-heading" data-id="ef3f880" data-element_type="widget" data-widget_type="heading.default"> <div class="elementor-widget-container"> <h3 class="elementor-heading-title elementor-size-default">Risk Management and Contingency Planning: </h3> </div> </div> <div class="elementor-element elementor-element-60d4e6e elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list" data-id="60d4e6e" data-element_type="widget" data-widget_type="icon-list.default"> <div class="elementor-widget-container"> <ul class="elementor-icon-list-items"> <li class="elementor-icon-list-item"> <span class="elementor-icon-list-icon"> <i aria-hidden="true" class="fas fa-check"></i> </span> <span class="elementor-icon-list-text">Assess potential risks and their tax implications.</span> </li> <li class="elementor-icon-list-item"> <span class="elementor-icon-list-icon"> <i aria-hidden="true" class="fas fa-check"></i> </span> <span class="elementor-icon-list-text">Develop strategies to mitigate financial risks and prepare for unforeseen circumstances.</span> </li> </ul> </div> </div> </div> </div> </div> </section> <section class="elementor-section elementor-inner-section elementor-element elementor-element-b505649 elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="b505649" data-element_type="section"> <div class="elementor-container elementor-column-gap-default"> <div class="elementor-column elementor-col-100 elementor-inner-column elementor-element elementor-element-284d710" data-id="284d710" data-element_type="column"> <div class="elementor-widget-wrap elementor-element-populated"> <div class="elementor-element elementor-element-88de202 elementor-widget elementor-widget-heading" data-id="88de202" data-element_type="widget" data-widget_type="heading.default"> <div class="elementor-widget-container"> <h3 class="elementor-heading-title elementor-size-default">Capital Expenditures and Asset Management:</h3> </div> </div> <div class="elementor-element elementor-element-3c2d1b3 elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list" data-id="3c2d1b3" data-element_type="widget" data-widget_type="icon-list.default"> <div class="elementor-widget-container"> <ul class="elementor-icon-list-items"> <li class="elementor-icon-list-item"> <span class="elementor-icon-list-icon"> <i aria-hidden="true" class="fas fa-check"></i> </span> <span class="elementor-icon-list-text">Review recent or planned large purchases, investments in equipment, or technology and their tax impact.</span> </li> <li class="elementor-icon-list-item"> <span class="elementor-icon-list-icon"> <i aria-hidden="true" class="fas fa-check"></i> </span> <span class="elementor-icon-list-text">Understand depreciation schedules, eligibility for tax credits, and impact on cash flow.</span> </li> </ul> </div> </div> </div> </div> </div> </section> <section class="elementor-section elementor-inner-section elementor-element elementor-element-0f62d4b elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="0f62d4b" data-element_type="section"> <div class="elementor-container elementor-column-gap-default"> <div class="elementor-column elementor-col-100 elementor-inner-column elementor-element elementor-element-c34f608" data-id="c34f608" data-element_type="column"> <div class="elementor-widget-wrap elementor-element-populated"> <div class="elementor-element elementor-element-910cb6b elementor-widget elementor-widget-heading" data-id="910cb6b" data-element_type="widget" data-widget_type="heading.default"> <div class="elementor-widget-container"> <h3 class="elementor-heading-title elementor-size-default">Current Business Structure:</h3> </div> </div> <div class="elementor-element elementor-element-6bdb4c7 elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list" data-id="6bdb4c7" data-element_type="widget" data-widget_type="icon-list.default"> <div class="elementor-widget-container"> <ul class="elementor-icon-list-items"> <li class="elementor-icon-list-item"> <span class="elementor-icon-list-icon"> <i aria-hidden="true" class="fas fa-check"></i> </span> <span class="elementor-icon-list-text">Assess if the current structure (sole proprietorship, corporation, LLC, etc.) still suits the business's evolving needs, and the right pay structure for owners.</span> </li> <li class="elementor-icon-list-item"> <span class="elementor-icon-list-icon"> <i aria-hidden="true" class="fas fa-check"></i> </span> <span class="elementor-icon-list-text">Discuss any considerations for changing the business entity and the associated tax risks/implications.</span> </li> </ul> </div> </div> </div> </div> </div> </section> <section class="elementor-section elementor-inner-section elementor-element elementor-element-f4e7566 elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="f4e7566" data-element_type="section"> <div class="elementor-container elementor-column-gap-default"> <div class="elementor-column elementor-col-100 elementor-inner-column elementor-element elementor-element-11c037f" data-id="11c037f" data-element_type="column"> <div class="elementor-widget-wrap elementor-element-populated"> <div class="elementor-element elementor-element-f87fe83 elementor-widget elementor-widget-heading" data-id="f87fe83" data-element_type="widget" data-widget_type="heading.default"> <div class="elementor-widget-container"> <h3 class="elementor-heading-title elementor-size-default">Regulatory Compliance and Changes:</h3> </div> </div> <div class="elementor-element elementor-element-85a356d elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list" data-id="85a356d" data-element_type="widget" data-widget_type="icon-list.default"> <div class="elementor-widget-container"> <ul class="elementor-icon-list-items"> <li class="elementor-icon-list-item"> <span class="elementor-icon-list-icon"> <i aria-hidden="true" class="fas fa-check"></i> </span> <span class="elementor-icon-list-text">Review any new IRS or state level tax laws, regulations, or compliance requirements that could affect the business.</span> </li> <li class="elementor-icon-list-item"> <span class="elementor-icon-list-icon"> <i aria-hidden="true" class="fas fa-check"></i> </span> <span class="elementor-icon-list-text">Plan for adjustments in business operations to stay compliant.</span> </li> </ul> </div> </div> </div> </div> </div> </section> </div> </div> </div> </section> </div> </div> </div> </section> <section class="elementor-section elementor-top-section elementor-element elementor-element-027bb1a elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="027bb1a" data-element_type="section" data-settings="{"background_background":"classic"}"> <div class="elementor-background-overlay"></div> <div class="elementor-container elementor-column-gap-default"> <div class="elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-038c752" data-id="038c752" data-element_type="column"> <div class="elementor-widget-wrap elementor-element-populated"> <div class="elementor-element elementor-element-cc16e59 elementor-widget__width-initial elementor-widget elementor-widget-heading" data-id="cc16e59" data-element_type="widget" data-widget_type="heading.default"> <div class="elementor-widget-container"> <h2 class="elementor-heading-title elementor-size-default">Our Proven Tax Planning Strategy Process</h2> </div> </div> <section class="elementor-section elementor-inner-section elementor-element elementor-element-c91e464 elementor-reverse-mobile elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="c91e464" data-element_type="section"> <div class="elementor-container elementor-column-gap-default"> <div class="elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-c2cc300" data-id="c2cc300" data-element_type="column"> <div class="elementor-widget-wrap elementor-element-populated"> <div class="elementor-element elementor-element-ffa2fde elementor-widget elementor-widget-heading" data-id="ffa2fde" data-element_type="widget" data-widget_type="heading.default"> <div class="elementor-widget-container"> <h4 class="elementor-heading-title elementor-size-default">STEP 01</h4> </div> </div> <div class="elementor-element elementor-element-5e70fdc elementor-widget elementor-widget-heading" data-id="5e70fdc" data-element_type="widget" data-widget_type="heading.default"> <div class="elementor-widget-container"> <h3 class="elementor-heading-title elementor-size-default">PAST AND PRESENT</h3> </div> </div> <div class="elementor-element elementor-element-8143dd7 elementor-widget elementor-widget-text-editor" data-id="8143dd7" data-element_type="widget" data-widget_type="text-editor.default"> <div class="elementor-widget-container"> <p>Our tax advisors begin by looking at the past 2 years of individual and business tax returns, if applicable, while reviewing your current year accounting/financial information.</p><p><strong>IMPORTANT:</strong> To optimize savings for clients and to minimize tax issues with the IRS, it’s crucial to ensure that your financial records are meticulously reconciled and kept current. <a href="/">ECOM CPA can help</a> if you don’t have confidence in your financials.</p> </div> </div> </div> </div> <div class="elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-70e9941" data-id="70e9941" data-element_type="column"> <div class="elementor-widget-wrap elementor-element-populated"> <div class="elementor-element elementor-element-280d2db elementor-widget elementor-widget-image" data-id="280d2db" data-element_type="widget" data-widget_type="image.default"> <div class="elementor-widget-container"> <img loading="lazy" decoding="async" width="1000" height="667" src="https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Past-Present.jpg?strip=all&lossy=1&ssl=1&lazy=1" class="attachment-large size-large wp-image-1321 lazyload" alt="" data-src="https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Past-Present.jpg?strip=all&lossy=1&ssl=1" data-srcset="https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Past-Present.jpg?strip=all&lossy=1&ssl=1 1000w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Past-Present-300x200.jpg?strip=all&lossy=1&ssl=1 300w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Past-Present-768x512.jpg?strip=all&lossy=1&ssl=1 768w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Past-Present.jpg?strip=all&lossy=1&w=384&ssl=1 384w" data-sizes="auto" data-eio-rwidth="1000" data-eio-rheight="667" /><noscript><img loading="lazy" decoding="async" width="1000" height="667" src="https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Past-Present.jpg?strip=all&lossy=1&ssl=1" class="attachment-large size-large wp-image-1321" alt="" srcset="https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Past-Present.jpg?strip=all&lossy=1&ssl=1 1000w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Past-Present-300x200.jpg?strip=all&lossy=1&ssl=1 300w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Past-Present-768x512.jpg?strip=all&lossy=1&ssl=1 768w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Past-Present.jpg?strip=all&lossy=1&w=384&ssl=1 384w" sizes="(max-width: 1000px) 100vw, 1000px" data-eio="l" /></noscript> </div> </div> </div> </div> </div> </section> <section class="elementor-section elementor-inner-section elementor-element elementor-element-2c03915 elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="2c03915" data-element_type="section"> <div class="elementor-container elementor-column-gap-default"> <div class="elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-a498de2" data-id="a498de2" data-element_type="column"> <div class="elementor-widget-wrap elementor-element-populated"> <div class="elementor-element elementor-element-f9f8d2e elementor-widget elementor-widget-image" data-id="f9f8d2e" data-element_type="widget" data-widget_type="image.default"> <div class="elementor-widget-container"> <img loading="lazy" decoding="async" width="1000" height="667" src="https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Show-Me-the-Money.jpg?strip=all&lossy=1&ssl=1&lazy=1" class="attachment-large size-large wp-image-1322 lazyload" alt="" data-src="https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Show-Me-the-Money.jpg?strip=all&lossy=1&ssl=1" data-srcset="https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Show-Me-the-Money.jpg?strip=all&lossy=1&ssl=1 1000w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Show-Me-the-Money-300x200.jpg?strip=all&lossy=1&ssl=1 300w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Show-Me-the-Money-768x512.jpg?strip=all&lossy=1&ssl=1 768w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Show-Me-the-Money.jpg?strip=all&lossy=1&w=384&ssl=1 384w" data-sizes="auto" data-eio-rwidth="1000" data-eio-rheight="667" /><noscript><img loading="lazy" decoding="async" width="1000" height="667" src="https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Show-Me-the-Money.jpg?strip=all&lossy=1&ssl=1" class="attachment-large size-large wp-image-1322" alt="" srcset="https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Show-Me-the-Money.jpg?strip=all&lossy=1&ssl=1 1000w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Show-Me-the-Money-300x200.jpg?strip=all&lossy=1&ssl=1 300w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Show-Me-the-Money-768x512.jpg?strip=all&lossy=1&ssl=1 768w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Show-Me-the-Money.jpg?strip=all&lossy=1&w=384&ssl=1 384w" sizes="(max-width: 1000px) 100vw, 1000px" data-eio="l" /></noscript> </div> </div> </div> </div> <div class="elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-799d044" data-id="799d044" data-element_type="column"> <div class="elementor-widget-wrap elementor-element-populated"> <div class="elementor-element elementor-element-f815777 elementor-widget elementor-widget-heading" data-id="f815777" data-element_type="widget" data-widget_type="heading.default"> <div class="elementor-widget-container"> <h4 class="elementor-heading-title elementor-size-default">STEP 02</h4> </div> </div> <div class="elementor-element elementor-element-8df2a81 elementor-widget elementor-widget-heading" data-id="8df2a81" data-element_type="widget" data-widget_type="heading.default"> <div class="elementor-widget-container"> <h3 class="elementor-heading-title elementor-size-default">SHOW ME THE MONEY</h3> </div> </div> <div class="elementor-element elementor-element-d305ca4 elementor-widget elementor-widget-text-editor" data-id="d305ca4" data-element_type="widget" data-widget_type="text-editor.default"> <div class="elementor-widget-container"> <p>You’ll spend an hour with a tax advisor looking for every possible opportunity to lower your tax liabilities, maximize your tax deductions, while identifying credits and how other entity structures may benefit your tax situation. By the end of the meeting it will be clear if there’s a clear path to relevant tax planning strategies.</p> </div> </div> </div> </div> </div> </section> <section class="elementor-section elementor-inner-section elementor-element elementor-element-6ef7906 elementor-reverse-mobile elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="6ef7906" data-element_type="section"> <div class="elementor-container elementor-column-gap-default"> <div class="elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-e982c4a" data-id="e982c4a" data-element_type="column"> <div class="elementor-widget-wrap elementor-element-populated"> <div class="elementor-element elementor-element-4cb1f39 elementor-widget elementor-widget-heading" data-id="4cb1f39" data-element_type="widget" data-widget_type="heading.default"> <div class="elementor-widget-container"> <h4 class="elementor-heading-title elementor-size-default">STEP 03</h4> </div> </div> <div class="elementor-element elementor-element-e79080c elementor-widget elementor-widget-heading" data-id="e79080c" data-element_type="widget" data-widget_type="heading.default"> <div class="elementor-widget-container"> <h3 class="elementor-heading-title elementor-size-default">ONBOARDING</h3> </div> </div> <div class="elementor-element elementor-element-65b8d2d elementor-widget elementor-widget-text-editor" data-id="65b8d2d" data-element_type="widget" data-widget_type="text-editor.default"> <div class="elementor-widget-container"> <p>If our tax advisory services are a good fit and you decide to hire ECOM CPA, the next step is to gather all the required information (your cooperation is key) so that we can maximize the savings for the plan we will build.</p> </div> </div> </div> </div> <div class="elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-5e2a09b" data-id="5e2a09b" data-element_type="column"> <div class="elementor-widget-wrap elementor-element-populated"> <div class="elementor-element elementor-element-5974a0c elementor-widget elementor-widget-image" data-id="5974a0c" data-element_type="widget" data-widget_type="image.default"> <div class="elementor-widget-container"> <img loading="lazy" decoding="async" width="1000" height="667" src="https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Onboarding.jpg?strip=all&lossy=1&ssl=1&lazy=1" class="attachment-large size-large wp-image-1323 lazyload" alt="" data-src="https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Onboarding.jpg?strip=all&lossy=1&ssl=1" data-srcset="https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Onboarding.jpg?strip=all&lossy=1&ssl=1 1000w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Onboarding-300x200.jpg?strip=all&lossy=1&ssl=1 300w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Onboarding-768x512.jpg?strip=all&lossy=1&ssl=1 768w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Onboarding.jpg?strip=all&lossy=1&w=384&ssl=1 384w" data-sizes="auto" data-eio-rwidth="1000" data-eio-rheight="667" /><noscript><img loading="lazy" decoding="async" width="1000" height="667" src="https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Onboarding.jpg?strip=all&lossy=1&ssl=1" class="attachment-large size-large wp-image-1323" alt="" srcset="https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Onboarding.jpg?strip=all&lossy=1&ssl=1 1000w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Onboarding-300x200.jpg?strip=all&lossy=1&ssl=1 300w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Onboarding-768x512.jpg?strip=all&lossy=1&ssl=1 768w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Onboarding.jpg?strip=all&lossy=1&w=384&ssl=1 384w" sizes="(max-width: 1000px) 100vw, 1000px" data-eio="l" /></noscript> </div> </div> </div> </div> </div> </section> <section class="elementor-section elementor-inner-section elementor-element elementor-element-b35dc38 elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="b35dc38" data-element_type="section"> <div class="elementor-container elementor-column-gap-default"> <div class="elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-e49d533" data-id="e49d533" data-element_type="column"> <div class="elementor-widget-wrap elementor-element-populated"> <div class="elementor-element elementor-element-77924c4 elementor-widget elementor-widget-image" data-id="77924c4" data-element_type="widget" data-widget_type="image.default"> <div class="elementor-widget-container"> <img loading="lazy" decoding="async" width="1000" height="667" src="https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Tax-Planning-Kickoff.jpg?strip=all&lossy=1&ssl=1&lazy=1" class="attachment-large size-large wp-image-1325 lazyload" alt="" data-src="https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Tax-Planning-Kickoff.jpg?strip=all&lossy=1&ssl=1" data-srcset="https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Tax-Planning-Kickoff.jpg?strip=all&lossy=1&ssl=1 1000w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Tax-Planning-Kickoff-300x200.jpg?strip=all&lossy=1&ssl=1 300w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Tax-Planning-Kickoff-768x512.jpg?strip=all&lossy=1&ssl=1 768w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Tax-Planning-Kickoff.jpg?strip=all&lossy=1&w=384&ssl=1 384w" data-sizes="auto" data-eio-rwidth="1000" data-eio-rheight="667" /><noscript><img loading="lazy" decoding="async" width="1000" height="667" src="https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Tax-Planning-Kickoff.jpg?strip=all&lossy=1&ssl=1" class="attachment-large size-large wp-image-1325" alt="" srcset="https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Tax-Planning-Kickoff.jpg?strip=all&lossy=1&ssl=1 1000w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Tax-Planning-Kickoff-300x200.jpg?strip=all&lossy=1&ssl=1 300w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Tax-Planning-Kickoff-768x512.jpg?strip=all&lossy=1&ssl=1 768w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Tax-Planning-Kickoff.jpg?strip=all&lossy=1&w=384&ssl=1 384w" sizes="(max-width: 1000px) 100vw, 1000px" data-eio="l" /></noscript> </div> </div> </div> </div> <div class="elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-1544770" data-id="1544770" data-element_type="column"> <div class="elementor-widget-wrap elementor-element-populated"> <div class="elementor-element elementor-element-1501625 elementor-widget elementor-widget-heading" data-id="1501625" data-element_type="widget" data-widget_type="heading.default"> <div class="elementor-widget-container"> <h4 class="elementor-heading-title elementor-size-default">STEP 04</h4> </div> </div> <div class="elementor-element elementor-element-286dda9 elementor-widget elementor-widget-heading" data-id="286dda9" data-element_type="widget" data-widget_type="heading.default"> <div class="elementor-widget-container"> <h3 class="elementor-heading-title elementor-size-default">TAX PLANNING KICKOFF</h3> </div> </div> <div class="elementor-element elementor-element-5a7f38c elementor-widget elementor-widget-text-editor" data-id="5a7f38c" data-element_type="widget" data-widget_type="text-editor.default"> <div class="elementor-widget-container"> <p>The next step is a “tax planning kickoff” where we show you all the potential tax deductions and credits, how other entity structures may benefit you, and the substance behind the savings. The final step here is for you to pick what tax strategies you’d like to utilize.</p> </div> </div> </div> </div> </div> </section> <section class="elementor-section elementor-inner-section elementor-element elementor-element-ae3f43b elementor-reverse-mobile elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="ae3f43b" data-element_type="section"> <div class="elementor-container elementor-column-gap-default"> <div class="elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-a4b13d4" data-id="a4b13d4" data-element_type="column"> <div class="elementor-widget-wrap elementor-element-populated"> <div class="elementor-element elementor-element-263c4c5 elementor-widget elementor-widget-heading" data-id="263c4c5" data-element_type="widget" data-widget_type="heading.default"> <div class="elementor-widget-container"> <h4 class="elementor-heading-title elementor-size-default">STEP 05</h4> </div> </div> <div class="elementor-element elementor-element-654fb7c elementor-widget elementor-widget-heading" data-id="654fb7c" data-element_type="widget" data-widget_type="heading.default"> <div class="elementor-widget-container"> <h3 class="elementor-heading-title elementor-size-default"> BUILDING THE TAX PLAN AND REALIZING THE SAVINGS</h3> </div> </div> <div class="elementor-element elementor-element-c741110 elementor-widget elementor-widget-text-editor" data-id="c741110" data-element_type="widget" data-widget_type="text-editor.default"> <div class="elementor-widget-container"> <p>After the planning kickoff ECOM CPAs tax advisors will get to work on putting together a final plan and you’ll have a meeting to go over things with one of our senior tax advisors at the company. Much of the savings are the result of the tax filing itself. ECOM CPA is a certified public accounting firm and offers <a href="https://ecomcpa.com/income-tax-return-preparation/" target="_blank" rel="noopener">Tax Services</a> for both Individual and Business filings.</p> </div> </div> </div> </div> <div class="elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-3043652" data-id="3043652" data-element_type="column"> <div class="elementor-widget-wrap elementor-element-populated"> <div class="elementor-element elementor-element-bd7d129 elementor-widget elementor-widget-image" data-id="bd7d129" data-element_type="widget" data-widget_type="image.default"> <div class="elementor-widget-container"> <img loading="lazy" decoding="async" width="1000" height="667" src="https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Building-the-Plan-and-Realizing-the-Savings.jpg?strip=all&lossy=1&ssl=1&lazy=1" class="attachment-large size-large wp-image-1326 lazyload" alt="" data-src="https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Building-the-Plan-and-Realizing-the-Savings.jpg?strip=all&lossy=1&ssl=1" data-srcset="https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Building-the-Plan-and-Realizing-the-Savings.jpg?strip=all&lossy=1&ssl=1 1000w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Building-the-Plan-and-Realizing-the-Savings-300x200.jpg?strip=all&lossy=1&ssl=1 300w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Building-the-Plan-and-Realizing-the-Savings-768x512.jpg?strip=all&lossy=1&ssl=1 768w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Building-the-Plan-and-Realizing-the-Savings.jpg?strip=all&lossy=1&w=384&ssl=1 384w" data-sizes="auto" data-eio-rwidth="1000" data-eio-rheight="667" /><noscript><img loading="lazy" decoding="async" width="1000" height="667" src="https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Building-the-Plan-and-Realizing-the-Savings.jpg?strip=all&lossy=1&ssl=1" class="attachment-large size-large wp-image-1326" alt="" srcset="https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Building-the-Plan-and-Realizing-the-Savings.jpg?strip=all&lossy=1&ssl=1 1000w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Building-the-Plan-and-Realizing-the-Savings-300x200.jpg?strip=all&lossy=1&ssl=1 300w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Building-the-Plan-and-Realizing-the-Savings-768x512.jpg?strip=all&lossy=1&ssl=1 768w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/Building-the-Plan-and-Realizing-the-Savings.jpg?strip=all&lossy=1&w=384&ssl=1 384w" sizes="(max-width: 1000px) 100vw, 1000px" data-eio="l" /></noscript> </div> </div> </div> </div> </div> </section> </div> </div> </div> </section> <section class="elementor-section elementor-top-section elementor-element elementor-element-f915578 elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="f915578" data-element_type="section" data-settings="{"background_background":"classic"}"> <div class="elementor-container elementor-column-gap-default"> <div class="elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-bbe1fc4" data-id="bbe1fc4" data-element_type="column"> <div class="elementor-widget-wrap elementor-element-populated"> <section class="elementor-section elementor-inner-section elementor-element elementor-element-b7de85e elementor-section-content-middle elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="b7de85e" data-element_type="section"> <div class="elementor-container elementor-column-gap-default"> <div class="elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-35d5d67" data-id="35d5d67" data-element_type="column"> <div class="elementor-widget-wrap elementor-element-populated"> <div class="elementor-element elementor-element-cd64aa9 elementor-widget__width-initial elementor-widget elementor-widget-image" data-id="cd64aa9" data-element_type="widget" data-widget_type="image.default"> <div class="elementor-widget-container"> <img loading="lazy" decoding="async" width="996" height="664" src="https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/cheerful-banker-advertising-loan-program_1262-16879.jpg?strip=all&lossy=1&ssl=1&lazy=1" class="attachment-large size-large wp-image-1252 lazyload" alt="" data-src="https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/cheerful-banker-advertising-loan-program_1262-16879.jpg?strip=all&lossy=1&ssl=1" data-srcset="https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/cheerful-banker-advertising-loan-program_1262-16879.jpg?strip=all&lossy=1&ssl=1 996w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/cheerful-banker-advertising-loan-program_1262-16879-300x200.jpg?strip=all&lossy=1&ssl=1 300w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/cheerful-banker-advertising-loan-program_1262-16879-768x512.jpg?strip=all&lossy=1&ssl=1 768w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/cheerful-banker-advertising-loan-program_1262-16879.jpg?strip=all&lossy=1&w=384&ssl=1 384w" data-sizes="auto" data-eio-rwidth="996" data-eio-rheight="664" /><noscript><img loading="lazy" decoding="async" width="996" height="664" src="https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/cheerful-banker-advertising-loan-program_1262-16879.jpg?strip=all&lossy=1&ssl=1" class="attachment-large size-large wp-image-1252" alt="" srcset="https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/cheerful-banker-advertising-loan-program_1262-16879.jpg?strip=all&lossy=1&ssl=1 996w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/cheerful-banker-advertising-loan-program_1262-16879-300x200.jpg?strip=all&lossy=1&ssl=1 300w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/cheerful-banker-advertising-loan-program_1262-16879-768x512.jpg?strip=all&lossy=1&ssl=1 768w, https://egp7qtseje7.exactdn.com/wp-content/uploads/2024/01/cheerful-banker-advertising-loan-program_1262-16879.jpg?strip=all&lossy=1&w=384&ssl=1 384w" sizes="(max-width: 996px) 100vw, 996px" data-eio="l" /></noscript> </div> </div> </div> </div> <div class="elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-3e25658" data-id="3e25658" data-element_type="column"> <div class="elementor-widget-wrap elementor-element-populated"> <div class="elementor-element elementor-element-e35aa82 elementor-widget__width-initial elementor-widget elementor-widget-heading" data-id="e35aa82" data-element_type="widget" data-widget_type="heading.default"> <div class="elementor-widget-container"> <h2 class="elementor-heading-title elementor-size-default">Why ECOM CPA is Your Ideal Partner </h2> </div> </div> <div class="elementor-element elementor-element-0e250b1 elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list" data-id="0e250b1" data-element_type="widget" data-widget_type="icon-list.default"> <div class="elementor-widget-container"> <ul class="elementor-icon-list-items"> <li class="elementor-icon-list-item"> <span class="elementor-icon-list-icon"> <i aria-hidden="true" class="fas fa-check"></i> </span> <span class="elementor-icon-list-text"><strong>Specialization in eCommerce:</strong> Our focus on eCommerce businesses means we understand your unique challenges and opportunities.</span> </li> <li class="elementor-icon-list-item"> <span class="elementor-icon-list-icon"> <i aria-hidden="true" class="fas fa-check"></i> </span> <span class="elementor-icon-list-text"><strong>Consistent and Proactive Engagement:</strong> We believe in regular interactions to stay ahead of changes and maximize your benefits.</span> </li> <li class="elementor-icon-list-item"> <span class="elementor-icon-list-icon"> <i aria-hidden="true" class="fas fa-check"></i> </span> <span class="elementor-icon-list-text"><strong>Comprehensive Service Portfolio:</strong> A single relationship for all your financial growth and compliance needs. Our tax services encompass tax planning and filing (both individual and business). We also offer CFO services and accounting.</span> </li> </ul> </div> </div> </div> </div> </div> </section> <section class="elementor-section elementor-inner-section elementor-element elementor-element-f89b1f0 elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="f89b1f0" data-element_type="section" id="form"> <div class="elementor-background-overlay"></div> <div class="elementor-container elementor-column-gap-default"> <div class="elementor-column elementor-col-100 elementor-inner-column elementor-element elementor-element-e0232d7" data-id="e0232d7" data-element_type="column" data-settings="{"background_background":"classic"}"> <div class="elementor-widget-wrap elementor-element-populated"> <div class="elementor-element elementor-element-a025af1 elementor-widget__width-initial elementor-widget elementor-widget-heading" data-id="a025af1" data-element_type="widget" data-widget_type="heading.default"> <div class="elementor-widget-container"> <h2 class="elementor-heading-title elementor-size-default">Have more questions about how tax planning works?</h2> </div> </div> <div class="elementor-element elementor-element-6745b17 elementor-widget elementor-widget-text-editor" data-id="6745b17" data-element_type="widget" data-widget_type="text-editor.default"> <div class="elementor-widget-container"> <p>Over 43mm in tax savings uncovered.</p> </div> </div> <div class="elementor-element elementor-element-81c1af4 elementor-widget elementor-widget-global elementor-global-4458 elementor-widget-html" data-id="81c1af4" data-element_type="widget" data-widget_type="html.default"> <div class="elementor-widget-container"> <script charset="utf-8" type="text/javascript" src="//js.hsforms.net/forms/embed/v2.js"></script> <script> hbspt.forms.create({ region: "na1", portalId: "5280273", formId: "7bd593e4-581c-4632-b0d7-d6a324172b01" }); </script> </div> </div> </div> </div> </div> </section> </div> </div> </div> </section> <section class="elementor-section elementor-top-section elementor-element elementor-element-d38c4a5 elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="d38c4a5" data-element_type="section" data-settings="{"background_background":"classic"}"> <div class="elementor-container elementor-column-gap-default"> <div class="elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-76f4096" data-id="76f4096" data-element_type="column"> <div class="elementor-widget-wrap elementor-element-populated"> <section class="elementor-section elementor-inner-section elementor-element elementor-element-42c567c elementor-section-height-min-height elementor-section-boxed elementor-section-height-default" data-id="42c567c" data-element_type="section" data-settings="{"background_background":"classic"}"> <div class="elementor-container elementor-column-gap-default"> <div class="elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-1adc065" data-id="1adc065" data-element_type="column"> <div class="elementor-widget-wrap elementor-element-populated"> <div class="elementor-element elementor-element-b68b2fd elementor-widget elementor-widget-heading" data-id="b68b2fd" data-element_type="widget" data-widget_type="heading.default"> <div class="elementor-widget-container"> <h2 class="elementor-heading-title elementor-size-default">Ready To Chat?</h2> </div> </div> <div class="elementor-element elementor-element-16726b7 elementor-widget__width-initial elementor-widget elementor-widget-text-editor" data-id="16726b7" data-element_type="widget" data-widget_type="text-editor.default"> <div class="elementor-widget-container"> <p>Get in touch and learn exactly how we can help simplify your finances.</p> </div> </div> <div class="elementor-element elementor-element-2b1c5b1 elementor-widget__width-auto elementor-widget elementor-widget-button" data-id="2b1c5b1" data-element_type="widget" data-widget_type="button.default"> <div class="elementor-widget-container"> <div class="elementor-button-wrapper"> <a class="elementor-button elementor-button-link elementor-size-md elementor-animation-grow" href="https://calendly.com/d/g3m-mxy-dcn" target="_blank"> <span class="elementor-button-content-wrapper"> <span class="elementor-button-text">Schedule A Free Consultation</span> </span> </a> </div> </div> </div> </div> </div> <div class="elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-b3aec91 elementor-hidden-tablet elementor-hidden-mobile" data-id="b3aec91" data-element_type="column"> <div class="elementor-widget-wrap"> </div> </div> </div> </section> </div> </div> </div> </section> </div> <div data-elementor-type="footer" data-elementor-id="84" class="elementor elementor-84 elementor-location-footer" data-elementor-post-type="elementor_library"> <section class="elementor-section elementor-top-section elementor-element 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