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Tax Strategies

You don’t have a choice about paying taxes, but you can avoid making the mistake of overpaying them. While it’s hard to imagine anyone intentionally paying too much in taxes, the IRS estimates that more than one billion dollars are overpaid in taxes each year. That’s no surprise when tax laws change every year—even in years when no major tax legislation is enacted.

How much of that money is yours? Wouldn’t you rather see those funds in your bank account or put aside for your retirement or other financial goals?

Do you want to increase your assets by reducing tax fees? We can help!

We specialize in identifying the tax-saving approaches that apply to your situation. We work with you throughout the year, not just when it’s time to prepare your return.  With our Team Based Model, independent CPAs can provide tax preparation, or we would be glad to work with your existing CPA.

Do you want to protect your assets and income from the theft of taxation?

Too often clients and Tax Preparers take the immediate gratification of reducing today's taxes by tax deferral. 

Before you do that, have us show you how much that costs you in future taxes.  The 2017 Tax Act provides opportunities for the individual, the Business Owner and the CPA's practice.  If your current investment advisor doesn't offer tax strategies, wouldn't you like to know what opportunities you've been missing?

  • Tax Advantageous income, and Triple Tax Protected ™ Income
  • Business owner tax strategies during working years, and when the business is sold
  • Finding opportunities that put more money in your pocket
  • Self directed IRA, ROTH, or 401k that allow for real estate investing
  • CPAs: By working with our Certified Tax Specialist ™ we can show you how to offer your clients tax strategies.  This builds your consulting revenue instead of your practice relying strictly on tax preparation revenue.  A win-win for your clients and your practice.

If you’re like most people, your taxes represent one of your largest annual expenses, yet often little or no planning is done strategically to reduce your tax bill. Careful tax preparation1 and planning can free up money that you can use to achieve your goals. As personal income tax specialists, we will help you aggressively pursue every deduction you are lawfully entitled to.

1 GuideSpring Wealth Strategies is a Registered Investment Advisory Firm, with Nathan Wilson being a Certified Tax Specialist ™ and Certified Estate & Trust Specialist ™.

We believe our clients are best served by coordination between the professionals of financial advisory, tax and legal services.   Together, this provides our clients with CPAs, Certified Tax Specialist ™, attorneys, Certified Estate & Trust Specialist ™, financial advisors, and insurance specialists.  Please note, not all professionals maintain all these licenses. Other professionals are independent of GuideSpring Wealth Strategies and often have their own private practice. Clients will need to sign permission to share information with independent professionals and GuideSpring Wealth Strategies when coordination of tax prep or estate planning services are rendered.