Tax Planning & Tax Preparation Services for Business Owners
Certified Tax Coach
A Certified Tax Coach is specially trained in how to leverage tax deductions and find loopholes that dramatically reduce tax obligations.
We proactively plan throughout the year to effectively manage your tax burden and save you the most money on taxes.
You can count on us to keep up with tax code changes and make sure you never miss an opportunity to save money on your tax return.
Tax Reduction Strategies
When successful small businesses and entrepreneurs achieve a certain level of success they get hit with high taxes that threaten business growth and personal prosperity. At Leonard & Associates, CPA PLLC, we understand your pain and have solutions that will stop your money from going down the drain. Our CPA firm is dedicated to helping business owners significantly reduce taxes and create wealth through proactive tax planning. Our methods are highly effective and save our clients thousands of dollars each year on taxes. We can do the same for you.
We've developed an expertise for strategic tax planning as a Certified Tax Coach with the American Institute of Tax Planners. The unique training gives us the process to save you a ton of money on taxes by identifying hidden deductions, tax credits, and tax loopholes. Instead of fighting the system, we leverage the tax code to your advantage by legally and ethically reducing tax obligations to put more money in your pocket. The holistic approach we use involves analyzing your whole financial picture including past tax returns, business objectives, and investment goals to pinpoint which tax strategies will save you the most money on taxes. We then design a complete plan that will limit taxes on your income and maximize profits for your business. We'll fine-tune this plan as tax laws change to limit tax exposure and improve revenues. With us at your side, you'll capitalize on every tax break available and will avoid paying one dollar more than the IRS or state requires.
We Are Certified Tax Planners
Professionals with the Certified Tax Coach designation know how to save their clients thousands of dollars that would otherwise be wasted on unnecessary taxes.
Certified Tax Planners are tax professionals with advanced training in proactive tax planning, who specialize in finding deductions, credits, loopholes, and strategies to help their clients pay less tax. This elite network of tax professionals includes Certified Public Accountants, Enrolled Agents, attorneys, and financial service providers.
The Certified Tax Planner designation denotes financial expertise, tax planning excellence, and outstanding customer satisfaction. All Certified Tax Planners attend an intensive, three-day proprietary training academy, and are required to attend 24 additional hours each year of continuing professional education in proactive tax planning.
The American Institute of Certified Tax Planners is an independent, not-for-profit corporation which trains and certifies tax professionals in the philosophy of proactive tax planning and compliance. The organization, which administers the Certified Tax Planner and other designations, upholds a strict Code of Ethics to ensure the highest standards of integrity and excellence among its members. The organization also offers a network of resources, ongoing education, and joint venture opportunities to its members.
Who We Serve
As a Certified Tax Coach, Leonard & Associates, CPA PLLC focuses on high net worth households. The more you make, the more valuable we become. Below are our best clients:
-Successful Business Owners
Our tax planning services are highly effective for successful businesses making more than $250,000 each year.
We offer doctors, dentists, and accomplished medical professionals a comprehensive tax strategy designed to build wealth and minimize your effective tax rate.
-High Net Worth Individuals
Our creative tax solutions preserve assets for high net worth families, entrepreneurs, and business owners. We’ll work with you to define a personalized plan to minimize your overall tax burden.
We provide proactive tax planning designed to enhance income for professional athletes making more than $1,000,000 each year.