TAX STRATEGY SERVICES
Tax strategy is like a compass guiding businesses towards optimal tax liability mitigation. At Credo, we specialize in developing tailored tax strategies that empower our clients to navigate the complex tax landscape with confidence.
Tax Rules & Regulations
Through meticulous analysis and a deep understanding of tax rules, we identify customized solutions that leverage available tax provisions and regulations to our clients’ advantage.
Financial Success
We consider your unique circumstances in conjunction with the special attributes of each available tax strategy. Using Credo team’s knowledge, experience, and expertise, we select the top optimal strategies that would work for you given your unique circumstances in conjunction with the special attributes of each available tax strategy.
Tailored Solutions
Our comprehensive model delivers actionable recommendations and strategic actions that enable businesses to optimize their tax position, minimize liabilities, and maximize savings.
BUSINESS TAX
STRATEGY SERVICES
Cost Segregation
Utilizing industry-standard engineering and cost estimation techniques, we optimize available depreciation benefits and enhance returns by minimizing federal income taxes.
Captive Insurance
Utilizing industry-standard engineering and cost estimation techniques, we optimize available depreciation benefits and enhance returns by minimizing federal income taxes.
Research & Development Tax Credit
We work closely with businesses of all sizes to capture the full potential of the R&D tax credit. We specialize in identifying eligible activities and ensuring compliance with stringent requirements.
PERSONAL TAX
STRATEGY SERVICES
Conservation Easement
We encompass expert guidance and financial expertise in conservation easements, empowering clients to optimize the potential benefits of these valuable environmental and financial investments.
Fee Simple Donation
We provide strategic support and financial insight for fee simple donations, enabling clients to maximize the impact and tax advantages of their philanthropic contributions.
Charitable Lead Trusts
We employ sophisticated trust structuring techniques and meticulous investment management strategies to optimize tax advantages and amplify philanthropic impact for our clients.
OUR AVERAGE CLIENT
SAVES $85,000 A YEAR!
We help you mitigate your tax liability and risk through our:
– TAX STRATEGY
– PROACTIVE TAX PLANNING
– TAX MITIGATION
