PURPOSE-DRIVEN
TAX PLANS
OUR PHILOSOPHY
You have three choices when it comes to taxes - Pay it, Spend it, or Invest it. We help you find purpose-driven ways to put your hard-earned money back in your pocket. You should not have to pay more in taxes than you're legally obligated to.
OUR PROVEN PROCESS
You have three choices when it comes to taxes - Pay it, Spend it, or Invest it. We help you find purpose-driven ways to put your hard-earned money back in your pocket. You should not have to pay more in taxes than you're legally obligated to.
#1
Tax
Analysis
#2
Tax
Plan
#3
Expert
Guidance
#4
Tax
Savings
TAX SAVING STRATEGIES
We will review various strategies and their combinations for clients both on the business & personal side (below is not a complete list of strategies).
- Missed Deductions
- Defined Benefits/Cash Balance Plans
- Expense Acceleration
- Income Deferment
- Section 179 Expense
- 401 K Plans
- Simple & SEP IRAs
- Traditional & Roth IRAs
- 14-Day Home Rental
- Children Employment
- Charitable Planning
- Health Savings
- Tax Credits & Incentives
- Captive Insurance
- Capital Gains
- Alternative 1031 Exchanges
- Opportunity Zones
- Wildlife Funds
- Installment Sales
- Discounted Entities
- Family Limited Partnership
- ESOP
- Cost Segregation
- DSTs
- Donor Advised Funds
- Accelerated Depreciation
- Charitable Remainder Trusts
HOW WE CAN SERVE YOU
Are you looking for a tax plan that produces results? Have you worked with accounting pros that just give you the plan and expect you to implement it? If so, we are your solution. RTB's expert-guided implementation either in-house or through our network of specialists makes your tax plan reality. RTB works with your Accounting Pro on the best strategies to implement first and work on 1-2 in 90 day sprints throughout the year.
Tax Analysis
Explore your Tax Situation and Opportunities.
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Free Assessment
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Tax Efficiency Checklist
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Review Goals & Relevant Matters
Tax Plan
Tax Savings with Expert guided implementation.
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Tax Planning Software syncs with Quickbooks & Xero.
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Monthly Tax Status Reminders
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Online Access to Tax Plan
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Expert Guidance Regarding Tax Strategies
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Access to Network of Specialists for Implementation
ACCESS TODAY
COMMON BUSINESS DEDUCTIONS
Unleash the power of your deductions! Download our document to discover the hidden gems that can supercharge your tax savings as a business owner.
Schedule a Call
Interesting in exploring how we could bring you value? Let's connect for a brief call.
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