Charlotte CPA Tax Coach

Tax Planning For Big Savings

tax planning services CharlotteAre you tired of getting bad news at tax time? If you're getting crushed on taxes, you need hard-hitting tax strategies to reduce your taxes and preserve wealth. At Leonard & Associates, CPA PLLC, we have a unique set of skills and experience as a Certified Tax Coach so we find tax loopholes that bring our clients big savings at year-end. When you work with us, we’ll create a game plan to legally and effectively minimize your tax obligations so you can pay less in taxes and keep more of your income.

Strategic Tax Planning to Reduce Taxes

Tax planning must be proactive rather than reactive. As your Tax Coach, we set tax reduction strategies into motion throughout the year to manage liabilities and bring tax savings at year end. Some CPAs and accountants only contact clients once a year but we'll keep in touch with you to guide you through financial decisions that could incur tax consequences and avoid any surprises at tax time.

When changes in the tax regulations translate into savings for our clients, we’re on it. We scour the tax code to find every deduction, break, and incentive to legally reduce taxes and bring higher tax savings to our clients. We're constantly on the lookout for any revisions to federal or state tax legislation so you can be confident that you'll never overpay.

Certified Tax Coaches like us are equipped with advanced training designed to lower your taxes. Below are just a few of the over four hundred ways we are trained to lower your taxable income.

  • Tax loopholes within the current tax code (legal strategies to lower your tax bill)
  • Income shifting and expense shifting strategies
  • Passive loss strategies (losses and credits)
  • Real estate tax planning
  • Investment strategies to lower tax

Save Money On Your Taxes Now

Call us today at 704-960-4815 to schedule your free consultation. As a thank you for scheduling your consultation, we'll provide a free book, The Great Tax Escape.