Tax Strategy
Remember that our team is always just a phone call away. Toll Free: 1.800.796.5690
CLIENT-FOCUSED TAX STRATEGY
Leverage Tax Strategies To Lower Your Taxes
Tax strategies are one of the most effective ways to increase cash flow and keep more of your hard-earned money.
For decades, the wealthy and big corporations have been leveraging the U.S. Tax Code to legally minimize their taxes.
Our tax strategy process uses the same strategies that they use.
Only a small part of the tax code is focused on taxes you must pay. The rest of the tax code is written to reward business investment with lower taxes.
Like every aspect of your business, your tax situation improves when you take a strategic approach.
So, What Is The Strategic Process That We've Developed?
We Take A Process-Driven Approach To Lower Your Taxes.
First, we identify every tax strategy to which you are legally entitled by matching the facts of your business to the U.S. Tax Code.
We provide you with a personalized report that provides footnotes to IRS publications, Treasury rulings, and regulations for each recommended strategy.
Second, our CPAs run a cost-benefit analysis to identify which strategies have the highest ROI for you.
We walk you through each strategy and answer your questions.
Make the commitment to stop paying higher taxes than you legally are required.
Keep more of your hard-earned money for your business and your family.
CLIENT-FOCUSED TAX STRATEGY
Leverage Tax Strategies To Lower Your Taxes
Tax strategies are one of the most effective ways to increase cash flow and keep more of your hard-earned money.
For decades, the wealthy and big corporations have been leveraging the U.S. Tax Code to legally minimize their taxes.
Our tax strategy process uses the same strategies that they use.
Only a small part of the tax code is focused on taxes you must pay. The rest of the tax code is written to reward business investment with lower taxes.
Like every aspect of your business, your tax situation improves when you take a strategic approach.
So, how does our Proven Tax Strategy Process work?
We Take A Process-Driven Approach To Lower Your Taxes.
First, we identify every tax strategy to which you are legally entitled by matching the facts of your business to the U.S. Tax Code.
We provide you with a personalized report that provides footnotes to IRS publications, Treasury rulings, and regulations for each recommended strategy.
Second, our CPAs run a cost-benefit analysis to identify which strategies have the highest ROI for you.
We walk you through each strategy and answer your questions.
Make the commitment to stop paying higher taxes than you legally are required.
Keep more of your hard-earned money for your business and your family.
Cracking The Code
Unlocking Tax Savings For Business Owners
The tax code is over 6700 pages and when you include the federal tax regulations and the official tax guidance, it’s about 75,000 pages.
We use our step-by-step process to zero in on the tax strategies to which you are legally entitled and that will provide the largest savings to you.
This saves you time and money.
Cracking The Code
Unlocking Tax Savings For Business Owners
The tax code is over 6700 pages and when you include the federal tax regulations and the official tax guidance, it’s about 75,000 pages.
We use our step-by-step process to zero in on the tax strategies to which you are legally entitled and that will provide the largest savings to you.
This saves you time and money.
Plan for Tomorrow, Today.
Our mission is to improve the lives of our clients and their families by providing objective financial advice and exceptional service. Let us show you how.
Plan for Tomorrow, Today.
Our mission is to improve the lives of our clients and their families by providing objective financial advice and exceptional service. Let us show you how.
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WE UNDERSTAND TAXES
Get Trusted Tax Strategy
WE UNDERSTAND TAXES
Get Trusted Tax Strategy
Echelon Financial is an independent Austin-based firm helping clients build better relationships with their money, their family, their work, and their future.
Your goals. Your values. Your life.
Our Services
Wealth Management
Tax Preparation
Bookkeeping
Every Retirement Plan Should Include These 5 Points
Beware of the Tax Traps in Retirement
Contact
Address: 4201 Bee Cave Road, Suite C-101, Austin, TX 78746
Office: 512.381.4500
Toll-Free: 1.800.796.5690
Email: info@echelonfinancial.com
Echelon Financial is a member firm of The Fiduciary Alliance, LLC which is an SEC registered investment adviser located in Greenville, South Carolina. Advisor and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Advisor maintains clients. Advisor may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Advisor’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Advisor’s web site on the Internet should not be construed by any consumer and/or prospective client as Advisor’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any testimonials or endorsements contained on this page or in videos may be given by current clients or non-clients and are not paid for. There are no conflicts of interest involved with any of those individuals' giving testimonials or endorsements.
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Copyright © 2024 Echelon Financial. All Rights Reserved. Privacy Policy | Site Design by
Echelon Financial is an independent Austin-based firm helping clients build better relationships with their money, their family, their work, and their future.
Your goals. Your values. Your life.
Our Services
Wealth Management
Tax Preparation
Bookkeeping
As Seen In
Every Retirement Plan Should Include These 5 Points
Beware of the Tax Traps in Retirement
Contact
Address: 4201 Bee Cave Road
Suite C-101,
Austin, TX 78746
Office: 512.381.4500
Toll-Free: 1.800.796.5690
Email: info@echelonfinancial.com
Echelon Financial is a member firm of The Fiduciary Alliance, LLC which is an SEC registered investment adviser located in Greenville, South Carolina. Advisor and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Advisor maintains clients. Advisor may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Advisor’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Advisor’s web site on the Internet should not be construed by any consumer and/or prospective client as Advisor’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any testimonials or endorsements contained on this page or in videos may be given by current clients or non-clients and are not paid for. There are no conflicts of interest involved with any of those individuals' giving testimonials or endorsements.
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Copyright © 2024 Echelon Financial. All Rights Reserved. Privacy Policy | Site Design by
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