Strategic Tax Advisory

Who needs tax advisory services?

Tax advisory is for business owners and high earners who pay more in taxes every year but never get a plan to lower them. Noble Pacific Tax Group works with practice owners, especially dental and medical and specialists such as oral surgeons, prosthodontists, orthopedic surgeons, cosmetic surgeons and dermatologists who want to keep more of what they earn.

You may need tax advisory if:

• Your income has grown, and your tax bill has grown faster.
• Your preparer files your return but does not suggest ways to pay less.
• You are planning a big decision, such as selling a building and are concerned about the capital gains taxes.
• You want a written tax plan that explains the savings.

How does Noble Pacific Tax Group help you lower your taxes?

We start with a Tax Savings Assessment, a full review of your business and personal taxes, then build a tax plan around your goals, investments, and comfort with risk.

Our tax advisory process:

1. Review: We look at your recent tax returns, business structure, compensation, and investments.
2. Identify: We find the tax strategies that fit your situation and estimate the savings from each one.
3. Decide: We walk you through every option and its risk level, and you choose what to put in place.
4. Implement: We help you set up each strategy correctly.
5. Adjust: We check in during the year and update your plan as your income, practice, or tax law changes.

What to expect from a Tax Savings Assessment

You receive a written tax plan that lists the strategies recommended for you, the estimated tax savings, and the next steps to put each one in place.