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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