Tax Planning

Reduce Your Taxable Liability

Your business may have to deal with a variety of taxes from federal to state tax, income tax, payroll taxes, sales tax and more. All the rules and regulations around paying taxes are complex, ever changing, and confusing. 

Our Process

At CFO Agent Services, we have knowledgeable and experienced tax professionals that specialize in handling tax planning for your business. They have an encyclopedic knowledge of the tax laws and all the state and federal regulations that apply to your business. 

Tax Planning– Our tax planning services encompass corporate, partnership, fiduciary/estate, individual taxation needs, and fringe benefit plans, along with tax issues related to the choice of legal entity planning. We will review your current entity structure and with the help of our affiliates, provide guidance on any tax mitigation strategies you might qualify for. Helping you reduce your taxable liability and increase profits is our main goal. 

CFO Advisory Services– An important part of our CFO Advisory services is tax strategy. We help you devise and implement a comprehensive strategy for limiting your company’s tax liability as it grows. We also ensure that your company’s accounting system keeps track of all the relevant transactions that you will need a record of at the time of tax filing

Are you paying too much in taxes?

Contact us to help you explore your options.
Scroll to Top