Proactive Tax Planning
Every decision you make directly and indirectly impacts your personal and business tax burden. Tax planning should be a proactive process that factors in your estate, investments, retirement, and business activities. If you are experiencing tax concerns that keep you up at night, we can alleviate your worries by developing a plan customized to your circumstances. Once a plan is in place, we will meet with you regularly throughout the year to assure your objectives are met.
Our objective in tax planning is to keep your liability down as much as possible while maximizing your cash flow so that your financial goals are achieved. We will communicate with you throughout the year, not just during busy season, to insure we develop a plan that benefits you the most.
“The decision to move our nine companies’ complete accounting finance and tax services to Saville, Dodgen & Company was not made lightly. The complications and interconnections of our entities with varying ownership structures had always proven difficult for our prior CPA firms. But since our decision two years ago was made and executed - it has been everything we needed. Not only did we get the clarity, timely reporting needed for operations, and the attention to detail we require for our service companies and ministries...we finally obtained something elusive to our ownership model for many years: peace. The personal attention, knowledge of all the moving parts in our world, succinct communication, and working relationships we enjoy with Korey and his team makes us feel right at home, like family. This allows us to focus on the critical results we need in our fast- paced businesses.”
A few of our services include:
- Cost Segregation
- Exempt Organizations
- Federal and State Tax Planning Preparation
- Mergers, Acquisitions and Reorganizations
- Multi-State and Local Tax Planning
- Pensions and Employee Benefit Plans
- Trusts and Estates