Tax Planning
We can look into easing the tax burden by optimizing your corporate structure and analyzing whether paying you a dividend, a salary, or a blend of both makes sense. If your company’s going through a change or reorganization, we can work with you on the tax side of things. Or, if you’re planning an exit or sale, we offer support by handling the paperwork and analyzing the best approach to defer and minimize the tax burden. For our portfolio of clients, we also offer personal tax planning and handle returns. All with the goal to keep you as lean and mean as possible for after-tax cashflow.
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Why Companies Like Yours Choose Wisdom Advisors
Get Started
Let’s get to know each other – fill out a simple online questionnaire and we’ll schedule a free Zoom call. We’ll get to know your business better, and explore whether we’re the right fit for one another.
If we decide to work together after our discovery call, we’ll have a second free call to walk you through our process, familiarize you with the apps we use, and discuss a plan that’s tailored to your company’s needs – both for the immediate and the future.
Onboarding can be a little scary, but we’ll handle the process from A-Z for you. We’ll introduce you to your new team of dedicated accountants, then give you a little refresher on how the process works and how to use the different technologies. Now’s when things really take off: we start handling your day-to-day accounting so you can focus on growing your business.
Our goal is to continually make improvements to our process to best meet your company’s needs. Over the first few months we’ll check up regularly to ensure you are fully comfortable with the new setup, and make any necessary tweaks to make sure things are as efficient and lean as possible.