Effective tax planning and tax advisory services can have a significant impact on the amount you owe in taxes. At The Model Accountant, we offer tax planning and tax advisory services to help minimize your tax liabilities, help optimize your withholdings, help maximize your deductions and apply relevant tax credits across all areas of your financial life. Count on us to work with you throughout the year, not just during tax season.

Let The Model Accountant Maximize Your Tax Savings

Tax Planning

Tax planning is the analysis of your financial situation to ensure that all elements work together to allow you to pay the lowest taxes possible. Our tax planning services include:

• Discussing client goals

• Identifying specific tax strategies that align with those goals

• Creating a customized tax plan

Tax Advisory

Tax advisory is the implementation of financial strategies to lower your tax liability to meet your goals. Our tax advisory services include:

• Working with client throughout the year to implement chosen strategies

• Measuring and showing clients the tax savings associated with those strategies

• Filing quarterly estimated payments

• Preparing your annual return to reflect those strategies

By combining tax planning with ongoing tax advisory services, you can fully take advantage of all the deductions and credits available to you.

At The Model Accountant, our experienced tax advisors work alongside clients to help ensure your tax planning strategies remain on track. We are committed to providing you with the BEST possible tax planning and tax advisory services, ensuring you achieve your long-term financial goals. Get started by calling 305 307-8322 or sign-up for a free 30-minute discovery call!

Disclaimer:  Our tax advisors are Enrolled Agents which means they have demonstrated technical knowledge in the field of taxation. It also means our tax advisors are empowered by the U.S. Department of the Treasury to represent taxpayers for audits, collections, and appeals before all administrative levels of the Internal Revenue Service.