Tax Planning in 2020
Tax plans are as unique as we are, no two are alike.
Are you self employed? Are you operating as a sole proprietor? Are you the sole owner of an LLC? Is it taxed as a pass through entity? Are you the shareholder of a corporation? Is it taxed as a C corp or S corp? Are you doing business with a partner? Were any filings made with the Secretary of State?
These questions are a small sample of the ways in which your tax situation will differ from others. The answer to each question will determine what's best for you.
We work with individuals an businesses to craft a tax plan that best suits your needs and that of your business.
2018 brings a new set of opportunities where businesses and business owners may be able to take advantage of the many provisions in the Tax Cuts and Jobs Act that can lower your tax bill.
Contact us and set your appointment to see how we can help.
Jake Mellor

Jake Mellor is the CEO/Founder and Principal Broker of the Strategic Wealth Solutions, Strategic Tax Solutions, Strategic Insurance Solutions and A+ Farms. An MBA, Master of Accountancy, is a CPA Candidate and has been advising clients as a Certified Financial Planner Practitioner since 2012. He provides comprehensive consulting services from all aspects of operating and growing their business.