High Net-worth Individual

As a high-net-worth individual, you most likely own a business and have many assets that need to be managed. You may also be looking for ways to save on your taxes. If this sounds like you, we would love to discuss our tax planning services with you! We offer customized tax planning services based on your financial background and situation. Unlike traditional accounting firms, we go beyond just the basics of taxes and bookkeeping; we help identify deductions often overlooked or forgotten about to find savings opportunities.

Tax planning involves identifying opportunities to reduce your income. It’s no secret that the wealthiest families in America are taking their tax burden seriously. What they do with it is up for debate. However, there have been some interesting insights into how these individuals pay less — or not at all -on income taxes, thanks to clever investment strategies and charitable donations!
We have the know-how to plan for anything. From your financials, taxes, and all things in between – we are there with you every step of the way! You can feel good about your assets with our strategies. We build the perfect plan for you and ensure that any future tax rates will be in line, too!

How Sugar Land Businesses Can Navigate Mistaken ERC Claims

Anyone else jump on all those great online Black Friday deals this year? There were a bunch. But, if you chose an online purchase because of the ease of returning said item, you might want to check the return policy. Looks like quite a few retailers...
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Practicing Thankfulness in Your Sugar Land Business

Does your Sugar Land family sit around the table at Thanksgiving dinner and share something they’re thankful for?I’ve been at those holiday meals many a time. I appreciate the intent, and will admit it’s usually effective in getting me to feel more grateful, but I do...
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Year-End Business Reporting for Growth

End-of-year can be a bit of a scramble as a business owner. So, before we get into holiday craziness, a friendly reminder: year-end is also your prime Sugar Landopportunity to make the calendar work in your favor as a business.From year-end profitability analysis...
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Partnership Income Tax Returns & More Sugar Land IRS Targets

Though the days are getting shorter and the weather is taking a turn, there are some great revenue reasons to get excited about the next two months.As we round the bend into Black Friday territory (which for many began at the end of October), it’s time to get nimble...
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Are Sugar Land Consumers Exhausted by Tip Screens?

You might remember this little story from last year when an ex-IRS contractor pleaded guilty to leaking President Trump’s private taxpayer information along with many other wealthy individuals. It brought the IRS’s ability to secure taxpayer data into question...
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Accommodating State Sales Tax Changes in Your Sugar Land Business

Loading the dishwasher is a daily job in most households. And, to get clean dishes and not melt your plastic to-go containers, you’ll need to arrange things well. And, according to Consumer reports, there actually is a right way to load yours. While doing...
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Prioritizing Cyber Network Security in Your Sugar Land Business

A few things are grabbing my attention this week. The first being that the tax extension deadline has passed. That’s a big relief for my office, and perhaps for yours too. I’m continuing to avidly watch, as I’m sure you are too, the unfolding events in Gaza....
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A PTO Payout Policy Checklist for Sugar Land Business Owners

This weekend’s news coverage and social media scroll were dominated by reports of the awful things happening in Israel right now. It’s pretty difficult to swallow the images of violence and abuse being perpetrated by Hamas. And no matter how many times you hear about...
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Steps For Prioritizing Profit In Your Sugar Land Small Business

Profit is the lifeblood of any organization. Show me a small business with PROFIT at its center, and I'll show you something worth modeling yourself after.An organization NOT to model yourself after: the federal government. They prefer to operate in deficit mode,...
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Alternative Approaches To Paid Time Off Policy for Sugar Land Businesses

October is right around the corner. So is the October 15th extension deadline. And so is the fourth quarter for your Sugar Land business.As we approach Q4, be mindful of the usual year-end accounting needs and reporting requirements that will be popping up. We’ll keep...
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We’re ready to help you take your financial success up a level. Contact us today and let's get started on building the business of your dreams!

Click here to schedule a time to meet with us. We’ll make dealing with a tax professional much easier than it’s been in the past!

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