Planificación fiscal

Tax planning is more than just a financial service. Tax planning is the key to a thriving
business. 

Our Tax Planning services

Tax advisors are partners in your business that know the ins and outs of how to structure your business and finances for success.

Tax Planning:

  • Saves money (our clients have saved $565,000 in the current year and $1,058,612
    collectively by the time they retire thanks to tax planning strategies).
  • Increases revenue.
  • Increases your business’ efficiency.
  • Doesn’t require you to change anything about the way you run your business.

 

At Neatbooks, we care about helping the independent and small businesses in our community. That’s why we use proven strategies, methods, and software to secure your business’ financial future. We’ll help you increase cash flow, improve accounting, and reduce your workload. Contact us here for a consultation.

Case Study

  • Maria D. paid $10,091 in taxes for the year 2019 and $18,327 for 2020, respectively.
  • Maria hired our firm to handle her business accounting and finances. She realized, after a couple of months working with us, that not only she was overpaying in taxes but also, she was not having proper guidance to handle her finances.
  • NeatBooks reviewed and analyzed Maria’s tax situation as an individual and for the company where Maria has ownership.
  • NeatBooks found seven tax planning strategies which resulted in more than $30,000 tax savings with a projection of more than $100k in 5 years.
  • Maria decided to implement all seven strategies and she is on the right path towards building wealth
    and stability for her retirement.

(Customer name has changed for confidentiality)

Proceso de Planificación Fiscal

Send us your current tax returns for a free assessment!

Send us your current tax returns for a free assessment!

Schedule a strategic phone call to answer some important questions.

Schedule a strategic phone call to answer some important questions.

Our NeatBooks team reviews your tax information along with your responses.

Our NeatBooks team reviews your tax information along with your responses.

Our NeatBooks team verifies all the possible strategies for you.

(remember, Tax Plannning is customized).
Our NeatBooks team verifies all the possible strategies for you. (remember, Tax Plannning is customized).

Our NeatBooks team sends a summary of all possible savings found based on the information you provided.

Our NeatBooks team sends a summary of all possible savings found based on the information you provided.

You give your Ok!

You give your Ok!

Our experts work diligently to find more possible strategies and do the implementation of all strategies for you.

Our experts work diligently to find more possible strategies and do the implementation of all strategies for you.

You are now on the path of Savings and building wealth!

You are now on the path of Savings and building wealth!

¿Quiere saber más?

Nuestro principal objetivo es acompañar a nuestros clientes en su crecimiento brindándoles asesoría contable, financiera y administrativa.

Comprender su flujo de caja puede ser la clave para mantenerse a flote durante las dificultades económicas.

Más Información

Ofrecemos servicios de contabilidad virtual para atender sus finanzas y pueda ocuparse de su negocio.

Más Información

Brindamos soluciones de gestión financiera para ayudarlo a lograr resultados rentables.

Más Información

Tenemos la experiencia que es esencial para ayudarle a presentar sus declaraciones de impuestos.

Más Información

Le ayudamos a organizar sus procedimientos de administración interna para aumentar su eficiencia.

Más Información

La clave del éxito empresarial es maximizar el uso de la tecnología. Podemos ayudarle a encontrar el IS más adecuado para su negocio.

Más Información

Le ayudaremos en cada paso del camino

Le ayudamos a mejorar sus procesos comerciales implementando tecnología de punta y usándole adecuadamente para administrar sus finanzas para que pueda ver el “Panorama completo”.