At SAGE Tax Advisory, we provide comprehensive tax services to both individuals and businesses, offering the expertise and guidance necessary to navigate the complexities of the ever-changing tax landscape.
Whether you're an individual, small business owner, or part of a larger organization, we ensure your tax obligations are managed efficiently and in full compliance with federal and state regulations.
OUR SERVICES
We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Our tax services include, but are not limited to, the following:
INDIVIDUAL & BUSINESS TAX SERVICES
We specialize in federal and state income tax return preparation for individuals, businesses, and trusts. Our team is committed to staying updated on the latest tax laws and regulations to ensure the accurate preparation of your returns, minimizing liabilities, and maximizing your eligible deductions.
CUSTOMIZED BUSINESS TAX SOLUTIONS
For businesses, we offer tailored tax solutions to help you streamline operations and reduce tax liabilities. Our customized business tax packages include:
• A pro-forma financial analysis of sales and profits.
• Detailed tax implications analysis with recommendations for reducing liabilities.
• Task checklists and action items to ensure tax efficiency.
• Regular monthly updates on new tax laws and quarterly check-ups to optimize your strategy.
Many businesses find themselves making decisions without fully understanding the tax consequences. We help prevent costly mistakes by offering proactive advice and actionable insights. For instance, one of our clients saved $3,000 simply by opting for a tax analysis rather than relying on DIY tax software.
CUSTOMIZED BUSINESS TAX SOLUTIONS
For businesses, we offer tailored tax solutions to help you streamline operations and reduce tax liabilities. Our customized business tax packages include:
• A pro-forma financial analysis of sales and profits.
• Detailed tax implications analysis with recommendations for reducing liabilities.
• Task checklists and action items to ensure tax efficiency.
• Regular monthly updates on new tax laws and quarterly check-ups to optimize your strategy.
Many businesses find themselves making decisions without fully understanding the tax consequences. We help prevent costly mistakes by offering proactive advice and actionable insights. For instance, one of our clients saved $3,000 simply by opting for a tax analysis rather than relying on DIY tax software.
PERSONAL TAX SOLUTIONS
For individuals and small business owners, we offer tailored advice to help you save money on your taxes. Many people unknowingly make decisions that result in higher tax liabilities. Our approach is to identify tax-saving opportunities before they become costly mistakes. By partnering with us, you gain access to:
• A personalized roadmap for managing tax liabilities.
• Ongoing support through regular planning sessions and quarterly check-ins to keep you on track.
• Proactive strategies that ensure you avoid tax surprises and make smarter financial decisions.
PERSONAL TAX SOLUTIONS
For individuals and small business owners, we offer tailored advice to help you save money on your taxes. Many people unknowingly make decisions that result in higher tax liabilities. Our approach is to identify tax-saving opportunities before they become costly mistakes. By partnering with us, you gain access to:
• A personalized roadmap for managing tax liabilities.
• Ongoing support through regular planning sessions and quarterly check-ins to keep you on track.
• Proactive strategies that ensure you avoid tax surprises and make smarter financial decisions.
NOTICE RESOLUTION WITH TAX AUTHORITY
Our team of experts ensures that your interests are well represented and that you're in full compliance with tax laws. We take pride in our high level of competence and work diligently to resolve any issues that may arise with various tax agencies.
TAX PLANNING & PROJECTIONS
Effective tax planning is crucial for reducing tax liabilities and optimizing financial outcomes. We implement strategies that minimize the amount of taxes paid over a given period, providing tax projections that give you a clear view of your financial picture. Our clients benefit from a detailed Tax Management Plan, which includes:
• Tax savings recommendations tailored to your unique situation.
• Two-year tax analysis with projections for both business and personal tax liabilities.
• Quarterly reviews to track progress and adjust strategies as needed, ensuring you stay on track.
TAX PLANNING & PROJECTIONS
Effective tax planning is crucial for reducing tax liabilities and optimizing financial outcomes. We implement strategies that minimize the amount of taxes paid over a given period, providing tax projections that give you a clear view of your financial picture. Our clients benefit from a detailed Tax Management Plan, which includes:
• Tax savings recommendations tailored to your unique situation.
• Two-year tax analysis with projections for both business and personal tax liabilities.
• Quarterly reviews to track progress and adjust strategies as needed, ensuring you stay on track.
At Sage Tax Advisory, we’re committed to providing you with the knowledge and tools necessary to achieve your financial goals while minimizing your tax burden. Whether you're looking to manage your personal tax situation, optimize your business tax strategy, or ensure compliance with federal and state laws, we are here to help you succeed.
SUCCESS STORIES
AFFILIATED SERVICES
At SAGE Tax Advisory, we specialize in providing expert tax strategies that help individuals, families, and businesses manage their financial obligations efficiently. To ensure our clients receive a comprehensive approach to their financial needs, we are proud to be affiliated with SAGE PWG, our wealth management firm. This affiliation allows us to work closely with wealth management professionals, offering our clients seamless integration between tax planning and investment strategies, ultimately empowering them to achieve their financial goals with confidence.
