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A break with tradition. Strategic Tax Planning is not the traditional tax planning you so often hear or read about at years’ end. It is not about donating more money to charity or spending your hard earned money on huge items in order to gain a tax write off.
Cohesive’s Strategic Tax Planning is very different. We use a comprehensive four point approach to your strategic tax planning.
One: A Strategic Tax Plan consists of a customized tax strategy built entirely around your particular goals and objectives. This plan is all about you: the valued customer. The first area we address and explore are your desires, needs and goals. It doesn’t matter if it is home or business. No two tax plans are the same. Your plans may include starting a new business, funding your child’s college or keeping your income high enough to refinance property. Whatever your requirements or aspirations Cohesive listens to you.
Two: Our second step is analyzing our knowledge of you and building a firm foundational plan. We study your income sources to determine new directions and methods to shift your income and facilitate the best tax position possible. If you are in business Cohesive will insure you are arranged in the most tax savvy vehicle possible to generate the lowest tax bill. We balance your objectives with paying the lowest possible taxes.
Three: Our third step ensures you receive every tax deduction you are entitled to under the U.S. Tax Code. At Cohesive, we know the tax code. Our professionals are Licensed Enrolled Agents who have passed testing, demonstrating a high level of knowledge of the U.S. Tax Code. We are licensed to represent clients in all 50 states through your state’s revenue department and with the Federal IRS . Cohesive is a national company. This expertise is the reason you will not miss a single critical tax deduction. Clients working with Cohesive see a huge difference in the amount of tax deductions they were taking prior to working with Cohesive.
Four: Cohesive helps you build wealth using a tax savvy approach. Many investments that can help you increase your wealth and meet your financial goals have excellent tax advantages. Cohesive will expand your knowledge well beyond your current grasp. We will teach you what the rich know: tax code to invest in yourself.
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Yes, there are a mountain of new taxes and regulations coming with the new Health Care Law. However, there also exists a mountain of controversy regarding implementation. Until the dust settles and we have had a chance to read the final legislation, we will keep watching and discover the gaps that will benefit you.
