FLEXIBLE
TAX
SOLUTIONS
MANAGE YOUR FINANCES
THE CREDO WAY!
Together, let’s redefine your tax strategies and explore options in aligning your culture, structure, and talent with your tax management business strategy!
WHY CREDO FINANCIAL SERVICES FITS YOUR TAX NEEDS
STEP 1: MODEL /STRATEGY
• Business Owners
• Cryptocurrency Investors
• RSU’s
• LTCH
• STCG
• High W-2 Earners
• Liquidity Event Strategy
STEP 2: IMPLEMENT THE STRATEGY
Business Strategies:
• Asset & Risk Management Strategies
• Retirement Plan Strategies
• Cash Flow & Development
• Fixed Asset Strategies
Individual Strategies:
• Land Donation Projects
• Strategic Insurance and Trusts
• Charitable Strategies
• Real Estate & InvestmentStrategies
STEP 3: REPORTING & FILING
We’re not afraid of these strategies. We know how the IRS needs to see each strategy,and we allocate time and research to ensure we are completely compliant.
These strategies aren’t uncommon to us.
What Our Clients are Saying
