Maximize Savings with Expert Tax Strategies
Tax planning is more than just compliance—it’s about identifying opportunities to save money and grow your wealth. At Arc&Ledger, we provide advanced tax strategy and efficiency consulting services to help individuals, small businesses, and investors optimize their tax situation.
Our approach includes reviewing your past tax returns, assessing your current financial structure, and implementing proven tactics to reduce your tax burden. Whether you’re a business owner, a high-net-worth individual, or a real estate investor, we’ll create a personalized plan that aligns with your financial goals.
Comprehensive Tax Return Review
We analyze your past three years of tax returns to identify missed opportunities and areas for improvement, such as unclaimed deductions or inefficient filing strategies.
Entity Selection Guidance
Choosing the right business structure can significantly impact your taxes. We’ll help you determine if an S-Corporation, LLC, or other structure is the best fit for your business.
Personalized Tax Strategies
Tailored recommendations for your unique situation, from leveraging retirement plans to utilizing advanced tax-saving techniques like cost segregation for real estate.
Proactive Year-Round Planning
Tax strategies aren’t just for filing season. We work with you throughout the year to implement savings strategies and adjust for changes in your financial landscape.
Entity Selection Optimization
Choosing the right entity structure can significantly impact your taxes. We analyze your business’s financials to determine the most tax-efficient option.
Cost Segregation Studies
Accelerate depreciation for rental or commercial properties to maximize deductions on real estate investments.
S-Corporation Election & Salary Planning
Reduce self-employment taxes by electing S-Corp status, structuring a reasonable salary, and optimizing distributions.
The Augusta Rule
Rent out your home to your business for up to 14 days per year tax-free and reduce taxable income.
Retirement Contributions:
Optimize contributions to SEP IRAs, Solo 401(k)s, or Defined Benefit Plans to lower taxable income while saving for the future.
Section 179 & Bonus Depreciation
Take advantage of accelerated deductions for business assets, such as equipment, vehicles, and property improvements.
Family Member Employment
Hire your children or family members, allowing you to shift income to lower tax brackets and potentially create retirement benefits for them.
Energy Efficiency Credits & Deductions
Claim tax incentives for energy-efficient upgrades, such as solar panels, electric vehicles, and energy-efficient property improvements.
Health Savings Accounts (HSAs) & HRAs
Use Health Savings Accounts or Health Reimbursement Arrangements to reduce taxable income while covering healthcare costs.
Passive Activity Loss (PAL) Optimization
Strategize passive activity investments to offset income from other sources, leveraging depreciation and losses from rental properties.
Charitable Contribution Planning
Maximize deductions by donating appreciated assets, setting up donor-advised funds, or timing contributions for optimal tax benefits.
Tax Credits for Research & Development (R&D)
Claim R&D tax credits for qualifying activities, even for small businesses, to offset payroll taxes or reduce income tax liability.