Tax Strategies for Business Owners
Keep more of what your business earns. Together with our CPA partner Excel Empire, we help owners with bookkeeping, tax preparation and proactive strategies, then coordinate them with your retirement, insurance and employee benefits. From Larry Montgomery of Trusted Faith Financial in Joshua, Texas, serving business owners nationwide.
Who We Help
Small Business Owners
Profitable and paying more tax than they should.
Self-Employed Professionals
Contractors, consultants and 1099 earners.
Owners With Employees
Want benefits that help the team and the tax bill.
WHAT WE LOOK AT
Strategies We Review
Bookkeeping and CPA Tax Preparation
Bookkeeping and tax preparation provided through our independent CPA partner, Excel Empire.
Section 162 Executive Bonus Plans
A way to reward key people, including yourself, while coordinating with your business tax picture.
Clean-Energy Credits and Charitable Strategies
Reviewing clean-energy tax credits and charitable giving approaches that may fit your goals.
THE PROCESS
How It Works
STEP 01
Free strategy call
We learn about your business, your goals and what you are paying in tax today.
STEP 02
Review with our CPA partner
Excel Empire reviews your books and returns while we look at how strategies fit your retirement, insurance and benefits.
STEP 03
Put the plan in place
We help you set up the strategies that fit and keep everything coordinated as your business grows.
Frequently Asked Questions
Do you prepare my taxes?
Tax preparation and tax advice are provided by our independent CPA partner, Excel Empire; we coordinate with them.
Do I have to switch CPAs?
No, we can work alongside your current CPA.
What size business do you work with?
Owners of small and mid-size businesses, including the self-employed.
Is the first call free?
Yes.