REDUCE TAXES – IMPROVED CASH FLOW – STRATEGIES FOR THE FUTURE – REDUCED CHAOS
Business Owners & Entrepreneurs
Pay Less in Taxes and Keep More of Your Hard Earned Cash
How can we help?
We develop comprehensive tax plans & strategies focusing on saving your thousands of dollars every year no matter how large or small your business is.
Taxes represent one of the largest recurring expenses for businesses and individuals living in the the United States. While often just accepted, this approach to tax planning causes taxpayers to overpay thousands of hard earned dollars every year. Our tax planning focuses on identifying the right combination of tax saving strategies for your situation.
Highlights
Profit Analysis
If you have been in business for more than 1 year I am pretty sure you are overpaying from 20% - 35%. Lets walk through the analysis together on a free strategy session call.
We LOVE what we do
We might just be complete number geeks but we truly love what we do. We also pride ourselves on providing SUPERIOR client service as our standard.
Partneships
- American Society of Tax Problem Solvers (ASTPS)
- National Association of Enrolled Agents (NAEA)
- IRC 199A: Law, Planning, and Analysis for Tax Professionals
Each Plan Goes Through Our 6-D Tax Planning Process
01
Discover
Working together we will conduct a fact find to understand your current situation. We will clearly define your professional and personal goals.
02
Design
Here we evaluate all our the tax strategies that could provide tax savings to initially design your plan.
03
Develop
Development will further refine you plan to identify the key strategies based on tax savings / return compared to cost. Integrated with your completer professional and personal financial portfolio.
04
Deliver
We will deliver a complete documented tax plan. Your plan will include the top strategies to implement immediately and additional strategies for further future savings.
05
Deploy
We include a list of action items to deploy the top strategies. At your discretion we can help with the deployment.
06
Determine
Finally within a year we will meet again to determine if there any tax law changes and / or additional tax strategies you can implement for further savings.
Meet the team
Integrated Tax Planning is owned and operated by Jason Zukoski. Jason is an Enrolled Agent and has his MBA. He spent over 20 years in corporate finance for a Fortune 500 company. He is a member of the American Society of Tax Problem Solver and the National Association of Enrolled Agents. He understands how important it is to integrate your tax plans with your complete financial portfolio.
He was born and raised in Webster and currently lives in Rochester. He enjoys his time outside of the office with his family, playing games, cards, fishing and skiing.
An enrolled agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of Treasury to represent taxpayers before all administration levels – examination, collections, and appeals of the Internal Revenue Services (IRS).
Would you like to research how much you can save?
Contact us for a free strategy session to walk through it together