Tax Planning and Strategy

Tax Planning in Miami

A lot of clients ask us, “What exactly is tax planning, isn’t that what you already do when you prepare my taxes?” The simple answer is no, not exactly. When we prepare tax returns, we are going based off what happened in the previous year; something that already happened.

Tax Planning is service that allows us to plan for the future with a strategy that will limit your tax liability and save you the most possible money the following tax season. Greenlight Financial has a team of experts with over 30 years of experience in accounting that will analyze your current financial situation and provide you with a thorough, effective and compliant plan. 

Tax Planning by Greenlight: How it Works

We start by doing an analysis of your current financial position; your projected business revenue or income. Using the current tax code our team will put together a compliant and effective strategy that will limit your tax liability to maximize your profits or kept income

Why You Should Consider this Greenlight Service

  • If you make or are expecting to make over $100,000 in a year
  • If you own a business or are an active investor in the stock market 
  • You own a lot of real estate or have multiple sources of income that generate six figures in profits

Greenlight Tax Strategy Consultation

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