Prosperis in collaboration with Pegasus Strategic Consulting Group Inc.

93% of small businesses surveyed by the IRS OVERPAY their taxes every year.

Why Tax Planning

Tax planning organizes a person’s financial position to maximize tax breaks and minimize tax liabilities in a legal and efficient manner. Tax rules can be complicated, but taking some time to know and use them for your benefit can be a game changer.

Tax Planning Stages

Planning: The planning stage is the most important part of our engagement. We perform a review of your tax position and make recommendations on how much you can save with proactive tax planning strategies.

Implementation: Once we complete the tax planning we will present you with anywhere from 1-25+ strategies, depending on the circumstances. Some require minimal implementation and others may be complex and involve 3rd parties

Quarterly: We ensure the savings are defendable and realized in the returns. Our service includes planning, implementation of basic planning strategies and a review of financial results to make proper estimated payments.

Preparation: The preparation of the returns is the last stage of the process. We calculate your final tax payment and compare it to what you would have paid without doing proactive tax planning. 

Let us help you put together a comprehensive tax plan today.