PRIVVI™️ - TAX PLANNING
Not everyone knows what we know and that is what makes PRIVVI™️ so great! PRIVVI™️ allows you to work PROACTIVELY with a team of experienced advisors and a CPA year-round to reduce tax liability and increase profits for your business.
We Can't Wait to Grow With You™️
Our experienced accountants leverage state-of-the-art skills and resources to provide the ideal tax planning solution for your unique business needs. We'll implement strategies that yield effective results such as increasing your tax deductions, exploring new business write-offs, reducing self-employment taxes, and more.
While tax preparation is completed during the first few months of the year, PRIVVI™️ tax planning is a year-round solution with direct access to our team of skilled advisors. We'll help you understand how each business decision has a direct impact on your tax advantages and consequences.
Our signature service PRIVVI™ was designed to eliminate the stress of taxes on your business and help your business retain most of its profits. Early planning and preparation is essential to reducing tax liability. Tax planning is a crucial service for any business, but only a fraction of accountants will properly guide you through this process. Work with trusted advisors in the PRIVVI™️ program at Simon Accounting Services to keep your business operations intact and start tax planning.
STEP 1: DISCOVERY CALL
QUESTIONNAIRE
& REVIEW
Our team will analyze your questionnaire, understand your financial goals, and determine if we're the best fit to serve your business. We only accept clients that we are able to help save a minimum of $20,000 on their taxes.
STEP 2: STRATEGY CALL
KNOWING YOUR BUSINESS
The strategy call will consist of an in-depth analysis of your current financial status and begin the development of a profitable tax plan for your business. We'll meet with the head of the company and its leaders to begin discussing tax savings and steps to implement moving forward.
STEP 3: THE PROFIT USING PRIVVI™️
THE PRIVVI™️ SOLUTION
While our team implements your tax plan, we will officially invite you into PRIVVI™. Throughout the year, you'll have direct access to our advisors to give your business the tax guidance needed to decrease tax liability and increase your business profits.