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Advanced Tax Planning

We've built our firm on lifelong relationships rooted in performance and trust.

Advanced Tax Planning

Why not get a second opinion from someone other than the person who gave you the first?

Our team of highly skilled tax attorneys and accounting professionals have structured unique tax-planning strategies tailored to our clients’ business and personal situations.

  • Once our team is able to determine how your taxes can be reduced, they will present their solutions and then implement the strategies for you.
  • Strategies are based on a strong technical foundation and have already been tested by thousands of other taxpayers based on black letter law and case studies.

How they get it done:

With our income tax services, you will have access to a complete capital preservation report specially tailored for your specific needs, including:

  • A full description of the tax reduction strategies suitable to your situation.
  • Existing statutes, court cases, IRS regulations, revenue rulings and other information to support each of our recommendations.

How our tax team works for you:

All you need to provide us with are the last two years’ business and personal tax returns, and answer a few questions. In turn, our tax team will:

  • Prepare a complimentary analysis of your situation and project your tax savings.
  • Complete the research necessary to customize your plan.
  • Prepare a contract specifying their fixed fees for developing your capital preservation report.
  • Prepare the capital preservation report containing your income tax savings plan.
  • Implement the tax reduction strategies.
  • Train your current tax advisors regarding the newly implemented strategies.
Why should you trust us?

  • IRS compliant
  • Proven and tested.
Our tax team has experience in many fields!

They have worked with organizations across many industries including:

  • Physician practices
  • Consumer goods
  • Distribution & logistics
  • Environmental
  • Financial services
  • Franchise organizations
  • Investment firms
  • Legal firms
  • Manufacturing
  • Medical devices
  • Oil & gas
  • Service organizations

Contact our Benefit / Captive team today to schedule a no-cost, no-obligation consultation.

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Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser and Madison Avenue Securities, LLC ("MAS"), a Registered Investment Adviser. MAS and PFS Wealth Management are not affiliated companies. Insurance products are offered through the insurance business PFS Wealth Management Group and are not subject to Investment Advisor requirements.

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