Proactive Tax Plan
As a Certified Tax Coach, Na & Associates offers a different kind of service. We don't just record the history you give us. We go beyond, to give you proactive advice and strategies to help you minimize the tax you pay.
-
We design and help you implement innovative, customized tax strategies that minimize your taxes and your risk of audit;
-
We educate you in a language you understand
-
We minimize the tax you pay
Every person's goals and financial situation is different. We study and evaluate your personal and business situations, and design a plan specifically for you.
There are numerous ways to minimize tax and many legitimate tax strategies are not utilized. To minimize your tax, 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."
We give you a written tax plan, full of court-tested, IRS-approved strategies, and explains in plain English how they may minimize your tax. We then help you implement the plan to assure savings.
You may be wondering, "How do I know if I can save tax, and how much, before I decide to have a tax plan and justify your fee?"
We assess your previous year's personal and business tax returns and give you a ballpark estimate on potential tax savings free of charge. There is no fee involved in this process. It is a free assessment. There is no risk on your part.
It is understandable that the more tax you pay, the more potential saving there is. The best candidates for a Tax Plan are profitable businesses and individuals beginning to invest in real estate. However tax savings can also achieve from a business having a loss.
We specialize in the following clientele:
Light manufacturing, wholesale, restaurant, and service professionals such as architect, consultant, landscaping, and healthcare.
