Pro • ac • tive [prōh-ak-tive] -adjective
Serving to prepare for, intervene in, or control an expected occurrence or situation, esp. a negative or difficult one; anticipatory: proactive measures to save tax.
If you run your own business or manage investments, you rely on information. Information on products, markets, and customers. Information to make money. And information to keep money.
You rely on your accountant or computer program for some of your most important information. But what does your accountant or computer program actually do with that information?
At tax time, your books tell your accountant how much tax you owe. You scramble for more receipts and more deductions. But by tax time, it’s usually too late to do anything more.
Most accountants do a fine job recording history – the history you give them! They compile monthly, quarterly, and annual books and records. At tax time, they put the “right” numbers in the right boxes on the right forms, and file them by the right deadlines. But then they call it a day.
Is that all you really want?
Here’s How to Beat the IRS. Legally!
To minimize your taxes, you need a plan. You need concepts and strategies that leave more on your bottom line, without raising “red flags” or straying into “gray areas.”
It doesn’t matter how good your current accountant is with a stack of receipts on April 15. If you haven’t planned right, by April 15 it’s just too late.
Have you organized your business right? Do you have the right benefit plans for yourself and your employees? Do you have the right retirement plan to prepare for your future. Are you taking advantage of all the legitimate deductions, credits, loopholes, and strategies the tax code offers?
We partner with business owners and investors throughout Southern California as well as Arizona, Nevada, Oregon, Washington and Texas. We have the experience -- and more important, the proactive attitude -- to give you more than just a history lesson.
Slaten Tax Service 501 N Brookhurst St., Suite 318, Anaheim, CA 92801
(714) 776-0060 FAX (714) 491-3504
Securities offered through Crown Capital Securities, L.P. Member FINRA/SIPC