Effective tax planning is vital to help you maximize your financial potential by making it easier to save more today or spend less in the future. Our disciplined approach to tax planning ensures harmony between your current tax situation and your future goals and provides a clear path to optimize the management of your tax strategy every year.
By collaborating with your financial planner on your tax strategy, you’ll gain long-term confidence in your tax plan, increased short-term flexibility in allocating resources, and a deeper understanding of the principles necessary for tax optimization. Experience the rewards of our coherent and efficient tax planning approach.
You’re a business owner. You’ve got an S-Corp or an LLC (we don’t help with C-Corps). You’re swamped with decisions, and tax planning feels like one extra layer of complexity that you don’t need. We get it. At Progress Wealth Management, we aim to make your tax plan simpler and easier to navigate.
For S-Corp owners, we focus on optimizing officer compensation. We analyze your income and expenses to determine the most tax-efficient salary. This way, you save on self-employment taxes without raising eyebrows at the IRS.
Tax Optimization is just one piece of the puzzle. At Progress Wealth Management, we offer a comprehensive suite of services designed to optimize the tax-efficient growth of your wealth. We aim to deepen your understanding of your assets, compensation, and long-term financial goals.
Our company and its partners are highly qualified and ready to guide you through Investment Advisory, Compensation Planning, Tax Planning, and Cash Flow Planning. When you’re ready for a personalized approach to managing your investments, we’re just a call away. Scroll down to schedule your appointment.
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