- Tax Savings Strategies for Business Owners
With The Walters Way Advanced Tax Planning Strategies, we save business owners an average 48% annually on their personal taxes. We know the number seems impossible.
We apply Advanced Tax Planning strategies to reduce annual taxes paid. More than 30 strategies could apply, and each tax plan varies based on the client’s situation and goals. Even better, our approach helps families maintain their current lifestyle.
Typically, our clients are the sole business owner, a husband-wife joint ownership, or family ownership format. While the techniques are applicable with multiple business owners, it requires all owners to agree. Additionally, the strategies will vary depending on the business owner’s exit strategy plans and timeline. Most have been in business at least three years and are at least five years away from any exit plans.
While our strategies are applicable for most income levels, the percent of savings may vary. We tend to achieve the greatest percent of tax savings with clients who operate with adjusted gross incomes ranging from $400,000 to more than $3 million, or a business with annual revenues from $500,000 to about $10 million.
Our clients own businesses ranging from medical offices, such as chiropractors and doctors of all specialties, to professional services businesses, such as consultants, engineers, and attorneys. And, most of our clients employ less than 20 staff to support their enterprise.
At The Walters Way, we believe clients should be able to rely on one trusted advisor for all of their financial guidance. Through an innovative, turnkey approach that combines strategic tax planning services with sound investment advice, we help individuals, families and business owners make smarter financial decisions while saving significant time and effort.
The comprehensive nature of the content covered exceeded my expectations. The presenters demonstrated a deep understanding of complex tax planning
The comprehensive nature of the content covered exceeded my expectations. The presenters demonstrated a deep understanding of complex tax planning
The comprehensive nature of the content covered exceeded my expectations. The presenters demonstrated a deep understanding of complex tax planning
The comprehensive nature of the content covered exceeded my expectations. The presenters demonstrated a deep understanding of complex tax planning
At The Walters Way, we do things differently; this means big results for our clients, who save an average of 48% on their taxes annually. Our unique turnkey Advanced Tax Planning approach combines strategic tax planning services with sound investment guidance. We call it The Walters Way: a powerful, proactive method to reduce your tax burden and make smarter decisions about every aspect of your financial life.
Contact us to schedule a 30-min, complimentary tax planning consultation.
