A road going through a forest with trees on both sides

Business Tax Strategy, Planning, and Preparation


Do you want fresh ideas not only regarding tax preparation but on how to save money?  Do you want your accountant to be accessible and informative, not just tell you what you owe?  Do you want your tax situation monitored so you know your obligations and cash flow?


We’ve got your back.

Minimize Burdens.

Avoid Surprises.

Know Your Obligations.

|

A woman in a black dress is sitting on a stool in front of a window.

Maximize Your Profits

Navigate Complex Tax Laws with Confidence

A solid business tax strategy is essential for minimizing your tax burden and boosting your bottom line. It's more than just compliance—it's about actively planning and regularly reviewing your financial decisions to maximize tax benefits. By choosing the right business structure, utilizing tax credits and deductions, and planning for future investments, you can reduce your tax liabilities significantly. Regular updates help you stay ahead of changes in tax laws, allowing for timely adjustments. An effective tax strategy not only saves you money but also strengthens your financial health, paving the way for sustainable growth. Partnering with a savvy tax advisor provides personalized insights and strategies that align perfectly with your business goals, making tax season less stressful and more rewarding.

01

Strategy

We conduct an intensive assessment which includes a review of current tax positions, business entity structuring, and tax elections to formulate a tax plan under current law.

02

Planning

To avoid tax surprises, we periodically review your tax plan to track the progress of estimated income tax projections. We’ll discuss current business activities and the effects on the plan.

03

Preparation

Our compliance service prepares the necessary income tax returns in a timely and thoughtful process.


No last-minute rushes.

Active Management Systems With Collaborative Tools

The logo for fathom is a green and white checkered square.
A logo for cfs cash flow story with an open book
A red adp logo on a white background
The qb logo is in a green circle on a white background.
The letter g is in a red circle on a white background.
A blue circle with the word xero on it

Through collaborative online platforms, we assist you in maintaining efficient bookkeeping and payroll processing. Do you maintain your books yourself? Great! We are able to answer questions and assist as you needed. Looking to outsource a portion or all of your accounting and payroll functions? We’re available as your virtually outsourced CFO.

Experience a fresh approach to business taxes with Holden Moss.

Don't leave money on the table

Ready to make the most of your tax opportunities? Let our experienced advisors guide you through strategic planning and compliance. Schedule your consultation now and secure your business's financial future.

A white background with a few lines on it