Tax Strategy
Proactive Tax Strategy for Lasting Savings
Tax strategy is more than just filing returns—it’s about planning ahead to optimize your financial outcomes. A thoughtful, well-executed tax strategy ensures you’re taking full advantage of deductions, credits, and opportunities while staying compliant with ever-changing regulations. When done right, it’s a powerful tool to help you retain more of your hard-earned profits.
Our Approach to Tax Strategy
At Precise CFO, we go beyond the basics to develop tailored strategies that align with your business goals. By understanding the intricacies of your operations, we identify opportunities to minimize your tax burden and maximize savings. Our proactive planning means you’re not caught off guard by unexpected tax liabilities.
Why Choose Our Tax Strategy Services?
Partnering with us means gaining a strategic advantage. Here’s how we help:
- Maximized deductions and credits: Ensure you’re leveraging every available opportunity to reduce your tax liability.
- Future-focused planning: Make informed decisions today that set your business up for long-term success.
- Regulatory compliance: Stay ahead of tax law changes and avoid costly penalties.
- Optimized cash flow: Free up resources for reinvestment by strategically managing your tax obligations.
- Year-round guidance: We’re here to provide advice and insights whenever you need them—not just during tax season.
Tax strategy isn’t just about saving money—it’s about empowering your business to grow. Let us help you unlock your potential with a personalized approach that ensures you’re always a step ahead.
Advantages of Choosing Us:
Strategic Financial Guidance: Receive tailored financial guidance and strategic planning for your business’s unique needs. We work closely with you to identify opportunities to optimize cash flow, reduce taxes and maximize profitability.
Data-Driven Insights: We leverage our financial tools and analysis to provide you with actionable data that drives informed decision-making, improving the health of your business. With our guidance, you will also be able to confidently and proactively address challenges and capitalise on growth opportunities.
Focus on Core Business Operations: Free up your leadership team to focus on core business operations. With us managing your financial and tax strategy, you can redirect your energy toward driving sustainable growth in your business.
Packages
Accounting Package
For businesses with revenue of less than $500k
Our full-service accounting and tax preparation package.
What's included:
- Monthly Bookkeeping
- Bi-weekly Payroll
- Tax filing
- Sales Tax Filings
- Annual Tax Filing
Add-on Services:
- Tax Resolution
- Tax Strategy
- Bookkeeping Catchup
CFO Lite Package
For businesses with revenue more than $500k
An effective option to receive strategic guidance and insights to improve cash flow, long-term growth and increase profits.
What's included:
- Accounting Package
- Annual Budget
- Annual Strategic Plan
- Proactive Tax Strategy
- Quarterly CFO Meeting
- Quarterly Performance Review
- Core Email Support
- FP&A Software Costs
Add-on Services:
- Tax Resolution
- Ad Hoc CFO Projects & Requests
Fractional CFO Package
For businesses with revenue of more than $2M
A full-suite CFO solution with strategic guidance, analysis and insights for informed decision making.
What's included:
- Accounting Package
- Monthly CFO Report & Dashboard
- Monthly Cashflow Management & Forecast
- Proactive Tax Strategy
- Annual Budget
- Unlimited Email Support
- Customised KPIs
Add-on Services:
- Submission for Additional Financing
- Board/Investor Reporting
- Ad Hoc CFO Projects & Requests
Frequently Asked Questions
Tax strategy involves proactive planning to minimize your tax liability while staying compliant with tax laws. It’s essential for any business looking to keep more of its earnings, improve cash flow, and reinvest in growth. We help identify deductions, credits, and opportunities specific to your business to reduce your tax burden.
Effective tax planning ensures you’re not overpaying taxes or missing out on credits and deductions, leaving more money in your business. By timing income and expenses strategically and leveraging tax-saving opportunities, we help you free up cash for day-to-day operations or investments.
Many businesses miss out on industry-specific deductions or credits, such as R&D credits, depreciation benefits, or energy-efficient equipment deductions. We take a deep dive into your financials to uncover overlooked opportunities, ensuring you maximize every tax advantage available.
Tax laws change frequently, and staying informed is part of our job. We continuously monitor updates and new regulations that impact small and medium-sized businesses, ensuring our strategies are compliant and take advantage of the latest tax-saving opportunities.
Absolutely. A well-crafted tax strategy not only reduces your tax liability but also helps allocate resources effectively, enabling growth. By maximizing deductions, improving cash flow, and reinvesting tax savings into your business, you’ll have the tools to scale more efficiently.
Not at all. Small and medium-sized businesses often benefit the most from tax strategy because every dollar saved makes a significant impact. Whether you’re a startup or an established business, we tailor strategies to your unique needs and goals, helping you save and thrive.
Connect Today!
Lead your business forward with a strategic financial partner.