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 the Bank Crisis Affects Sugar Land Business Owners

Now, I know that I recently started talking about the new FinCEN reporting requirement and promised a part two… which I’ll absolutely get to in an upcoming blog.But this time I wanted to take the opportunity to speak about the banking “crisis” that has a lot of Sugar...

Prioritizing Employee Wellness in Your Sugar Land Business

It’s a bit of a dog-eat-dog world for businesses these days. (Feel that sentiment in your bones?)Inflation is pervasive. Supply chain issues still have you jumping through hoops to get products. The hunt continues for good help… proving the adage. Covid-era debts now...

Making a Plan to Reskill and Upskill Your Staff

Well, here we are — just like that, we find ourselves already a quarter of the way through 2023. While people all across Sugar Land are breaking out the deep cleaning sprays and scrub brushes to get a little springtime sparkle, you might want to be thinking about a...

What Sugar Land Employers Should Know About Employee Satisfaction

It happened: Silicon Valley Bank sold. Well, at least part of it. The bank’s deposits, loans, and 17 branches — scheduled to reopen today — were snagged by First Citizens BancShares, a Raleigh-based bank. (About $90 billion of assets still remain with the Federal...

The Why & How of Business Referrals for Sugar Land Owners

Firstly, before I jump into what business referrals could mean for your Sugar Land business, I wanted you to see this.You may have already heard me talk about this … but the explosion of shady flim-flammers gaming the Employee Retention Credit and making...

How a Continuous Audit Helps Your Sugar Land Business

My quick take on SVB: Don’t let it rob you of your focus for building the business under YOUR control.In other words, let noise be noise … and focus on what’s most important: your immediate world.But I will say that this crisis is a perfect example of why you should...

TN CPA’s Tips for 2023 Small Business Tax Planning

Forward-thinking is a must in business… that goes for your taxes too. And I’m going to dive into what that looks like today. But first, let’s talk about your tax filing. The S corp and partnership filing deadline is coming up (March 15 to be exact). While we’ll...

Claiming the WOTC While Hiring in Your Sugar Land Business

Firstly, we are barrelling towards the March 15th deadline for corporate tax returns. There's a good chance that we'll just put you right on extension, but if you have anything you need for us to know about your situation, please do let us know...

Deducting Travel Expenses for Your Sugar Land Business This Year

Who can believe that it’ll be one year this week since the war in Ukraine began. Unfortunately, it doesn’t seem like there’s an end in sight — a heavy realization for those caught in the crosshairs of it all…Looking back to last February, I can say it’s been a...

Anticipating First-Year Expenses When Opening a Sugar Land Business

It’s February and love is in the air. (So are taxes. And Super Bowls. And bad tax software commercials – but I’ll leave those for another day.)Flowers and chocolates showed up on desks and countertops this week with sweet little romantic notes. Restaurants set those...

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Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!