Build wealth through
Tax planning
There are dozens of advanced tax strategies that can help business owners reduce their taxes and build wealth.
The tax code has many generous benefits for business owners willing to take pro-active steps during the year. We can help you adopt tax strategies that meet your goals saving you time and money in the process.
Crafting tailored tax plans to match your unique financial goals and circumstances.
Identifying and maximizing deductions to optimize your tax savings.
Ensuring compliance with tax laws and regulations for peace of mind.
Regular meetings throughout the year help you implement the strategies correctly.
We have been using Adam Hodson CPA for years. Very professional, and they really take care of all your needs and questions. Brittney Lewis has been a great help to us in all our questions and filing. couldn't imagine Tax season with these wonderful people and company. Maryanne Cordo
I’m not one to post reviews but I felt the exceptional service we have received from Adam Hodson CPA office for over 12 years should be shared. It was 12 years ago that our previous CPA suddenly passed away and left us frantically looking for another CPA to pick up where our previously CPA left us. I found Adam Hodson via QuickBooks ProAdvisor search engine and I decided to go with them because they were close to us and all our accounting was managed with QuickBooks software.
This team is amazing I been with them for 3 years and I look forward to tax season ever year now. They are professional, polite, and understanding. Thanks Adam CPA ( Brittany and ED).
You Know there are accounting firms and CPAs that work on your taxes and bookkeeping every 100 yards, or so it seems. But with Adam Hodson, CPA he is a business professional, a consultant with great insights into marketing and sales, and he understands what we business people and families are feeling. He takes the time to know you and then does his job.
Several years ago, I found Adam Hodson with my friend realtor's recommendation. His office staff are all responsive, effective and friendly. So is Adam. He promptly responds to my emails to solve any problems. Not only that his tax preparation bills are reasonable. I have no reason to look for another CPA. I don't think you will be disappointed if you use his office. Yes, I recommend him.
Tax preparation reports your income and expenses to the IRS. Because the tax year is over, there are few, if any, tax strategies available that can significantly reduce your taxes. Tax planning is a proactive approach that restructures your transactions during the year to take advantage of current tax saving strategies.
In most cases no. Implementing tax strategies is more than just checking a box on a form somewhere. It requires meetings throughout the year to get a better understanding of your business activities and goals to select the correct strategies and many of the strategies require several steps to be set up properly. If you are only meeting with your tax preparer once or twice a year, you aren’t getting the best strategies.
Business owners with income over $100,000 a year get the most benefit from this service.
When you book a comprehensive consultation, we ask you questions about your taxes, your business and your financial goals. In about 20 30 minutes we will know if our services can benefit you. If we aren’t a good fit, we will refund 100% of the cost of the service.
Our process maps out your financial assets and identifies areas where you can improve your tax situation. After the completion of our service, we will identify areas where you can save taxes and make other improvements to your business structure. You can use the information to implement the strategies on your own or we can discuss working with us one-on-one throughout the year to make sure the strategies are implemented in the optimum way for your business.
Tax savings is only a part of our ongoing tax planning process. We also look to help you in areas of asset protection, estate planning, QuickBooks optimization and cashflow management. As a business owner, you will have a much deeper understanding of your business after working with us.
Michael Jenkins