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  • Writer's pictureRafael Burgos

Why You Should Work With A CPA Who Is Also A Tax Strategist?

Updated: Mar 15, 2021

When it comes to your finances, whether you are a small business owner or you are an individual, having a qualified tax professional who can help you navigate the complex and ever-changing tax laws on your side is key. It is especially important to work with an Orlando Certified Public Accountant, otherwise known as a CPA, who will not only study your financial records, but prepare your tax forms, and oversee any audits that may arise. But did you know that it’s even wiser to work with a CPA who is also a tax strategist? It’s true! So, what does a tax strategist do and how can they help you save money?

What Does A Tax Strategist Do And How Can They Help You?

When you work with a CPA who is also a tax strategist, they will work diligently to ensure that you and your business will efficiently navigate the tax laws. As tax strategists, we embrace the tax codes as a roadmap of sorts, looking for every opportunity to reduce your taxes. We are willing to fight and stand up for your rights to the IRS while leveraging the current tax code.

Skilled tax strategists do this by finding and applying tax laws in your favor to work towards having you keep as much of your funds as possible. With this process, we can maximize your cash flow, allowing you to keep more money and gain more financial control. This is because we see taxes as a critical part of overall wealth, and it is our mission to aid you in gaining more control of your finances.

When you are working towards financial goals, with the help of an experienced tax strategist and CPA, you will become more aware of how your taxes can have an impact on those goals. With a tax strategy in place, you or your business can increase cash flow and profits, build capital, and maximize any investments.

What Do Tax Strategists Do To Save You Money?

When you are running a business, many of your expenses are tax-deductible, which can lower your tax burden, while helping you save money and increase your profits. These can include:

· Travel expenses

· Cell phone bills

· Internet service

· Mileage

· Automobile expenses

· Health insurance

· And much more

Other ways that a tax strategist can help you save money include teaching you:

· How to use cost segregation studies

· How to treat cash as a return of capital

· How to use a 1031 exchange to defer taxes

· How to use self-directed Roth and SEP IRAs to lower taxes

We take the time to begin tax prep and planning strategies in the fall to work towards making the best decisions for minimizing tax liabilities and consequences. In short, tax strategists combine their expertise and experience with an understanding of you and your business to help you curate and manage your business plan and spending. Because the future is never certain, it is vital that we keep up to date with current market trends and updates so we can help you prepare for anything that may come.

Which Credentials Should You Look For?

Above all, you need to make sure that the company you hire offers years of tax experience. They need to be a Certified Public Accountant (CPA) and at a minimum have a Masters in Taxation. When looking for a tax strategist, it may also be a good idea to make sure they are a QuickBooks Online ProAdvisor.

Most skilled tax professionals will offer a free consultation in which you can use this time to learn more about their experience and if they have worked with clients similar to you. Ask them about their previous clientele, how they have helped them strategize their tax planning, any hurdles they may have experienced, etc.

Contact Burgos CPA Services, LLC For A Free Consultation

If you are looking to maximize your profits and increase your capital, Burgos CPA Services, LLC can help. Our founder Rafael Burgos is a Certified Public Accountant (CPA) and tax strategist who offers years of experience with helping individuals and businesses of all sizes and is ready to work for you.

To schedule a free consultation, feel free to fill out our contact us form or follow this link to directly set an appointment on my calendar.

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