Not Just a Tax Return Preparation Firm
All CPA firms can prepare income taxes, but few make it their business to provide their clients with the best tax planning discussions before tax return filing or find ways our clients can reduce their tax burden by incorporating all of the tax laws available to them. How will the new tax changes affect your business? As soon as Congress decides (?) and passes a new tax bill, we will publish a comprehensive list of all changes and how they will impact you individually and the effects on your business.
Many firms do the same year after year without considering the changes that have taken place in your personal life or business. Some examples include selling a property – should you consider a 1031 Exchange? Or maybe an installment arrangement is better suited to both parties. Which is the best way to purchase a business?
How about retirement plans? Everyone can tell you about IRAs, 401(k)s or Roth plans, but can they tell you about Define Benefit Pension Plans, Life Insurance Retirement Plan or Qualified Leverage Strategies, to mention a few.
Our in house Tax Attorney can guide you by way of Estate Planning, which would include asset protection and the use of a trust to avoid probate.
We have helped hundreds of clients with business and personal protection. Send us an e-mail and tell us what you are looking to change in your life’s strategies.
Why Choose Our Firm?
Cambridge Tax Solutions, Inc. strives to provide their clients with options that very few firms offer:
- Excellent income tax preparation
- Business and personal tax planning
- Income tax return reviews
- Retirement reviews
- Asset/creditor protection
- Life Insurance reviews
- Access to new life insurance products that provide tax free income
- IRS audit representation.
How can you protect your family and their future?
Most Americans have contributed to some form of retirement plan, but what about the unforeseen events that can impact a family, such as accidents, illness and/or creditor attacks. Life insurance is a topic that makes most listeners turn to the exit door and want to flee. But let us take a look at life insurance with a different set of individual and business eyes. Our firm is currently associated a full service wholesale insurance brokerage agency, offering a comprehensive array of life insurance products. They are located in Arizona and offer life insurance, annuities, transition retirement plans into tax free vehicles and other products that help the taxpayer reduce their tax burden.
Here are some reasons to consider Life Insurance:
The above represents the myriad of potential issues that we may all face. Now we have an opportunity to take care or address these issues. I want to share some ways to protect and increase your wealth.
Retirement Plans
When dealing with retirement, most Americans usually consider the conventional retirement plans, such as IRA’s, 401ks, Roth IRAs, etc.
Estate Planning
Estate Planning is one the most important planning that an individual should undertake. This is the vehicle that is used to reduce estate taxes, define the trustee’s wishes and specifically designate how assets will be distributed to beneficiaries.
Tax Representation
Have you ever wondered why the IRS Resolution TV ads always ask, “if you owe more than $10,000 to the IRS, give us a call’? Well, the reason is obvious, you have money and they want it.
Cambridge Tax Solutions, Inc. prides itself in assisting Businesses and Entrepreneurs in all areas of Taxes, Estate Planning, Asset Protection and Retirement Planning.