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Our process
Guardian Tax Consultants help you transform the financial structure of your business to protect assets, reduce taxes, increase cash flow, and provide flexibility for tax law changes.
With our strategic vendors, we’ve built an unparalleled network of industry leaders in the tax planning space. We’ve developed a strong reputation as a premier provider of tax planning, implementation, and compliance.
The Tax Cut and Jobs Act passed in 2017 changed the playing field
37%
LLC, S. Corp, Partnership,
Sole Proprietorship
21%
C-Corporation
That’s a 43% tax difference!
What we do
Our services are tailored specifically to your business and industry in coordination with your current professional advisors, attorneys, and CPAs to maximize the benefits of utilizing the tax mitigation strategy.
01
Tax & Risk Assessment with Business Valuation
Our thorough assessment evaluates financial and business risks in four key areas: asset protection, wealth risk, continuity risk, and tax risk.
Deliverables include strategies for mitigating asset liability, business valuation, and insurance, plus recommendations for financial and entity structural optimizations.
The goal of this report is to ensure your business is a strong candidate for our optimized structure, helping you save more on taxes compared to a traditional pass-through entity.
02
Implementation and Execution
We support your financial team and CPA through implementation and execution of the new financial structure. In this phase we provide insurance recommendations to address risks that have been identified.
Our Results
Clients have experienced enhanced cash flow, reductions in enterprise risks, and tax efficiencies that provide funding for deferred compensation, retirement planning, and asset growth.
03
Compliance and Management
We help you mitigate annual compliance and regulatory risks with your new financial structure(s), including strategies like deferred compensation, split-dollar loans, and other tax-saving methods. Stay prepared with updated documents, management agreements, reasonable compensation studies, and annual tax attorney validation for IRS audit readiness.
Leverage our expertise to ensure compliance, save time and costs, and manage action items efficiently through Guardian services, eliminating the need for internal risk management.
Why work with our team?
Our team includes professionals with expertise in the areas needed to evaluate, manage, and provide compliance for this specific financial structure. We utilize experienced CPAs and tax attorneys to perform due diligence. We focus on the following areas during assessment and ongoing evaluations:
Additionally, our team has a combined 75+ years’ experience in operations management, financial advisory, and business consulting.
We help privately held companies reduce their federal income taxes annually, returning cash to grow and protect their business and family wealth.
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Guardian Tax Consultants does not provide tax, legal, or accounting advice. Learn more at www.guardiantaxconsultants.com
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