Navigating the complexities of various tax regulations and choosing the right financial plan for your family can be a daunting task. From determining the right firm to work with to handling the daily responsibilities that come with operating your business, there's a lot on your plate as you're preparing to enlist the help of a CPA firm. That's where we come in.
At Foley & Giolitto, we help professionals looking to secure the best possible tax savings and returns so that they can get back to doing what they do best - running their business. Our professional tax planning and financial planning experts have the experience and knowledge to help create a successful strategy for you and your business.
We understand that each tax planning situation is unique and we've seen it all. The first step is to sit down with our complimentary previous 3-year tax savings review to see if your advisors missed anything in the past. After gathering that info, our team of experts will identify the next best steps for short term and long term tax planning. Finally, we'll provide an overview of how we can help, how much in tax savings we anticipate, and what our estimated fees will be.
You're only a quick email or call away from scheduling your free tax savings consultation. Let us help get your tax planning back on track so that you can get back to doing what you truly enjoy.
Years of Industry Experience
Poor planning and execution from other advisors lead to your business missing out on large tax savings. Click to see just a few of our client success stories.
We provide all prospective clients with a free 3-step tax savings review:
We first look at the previous 3 years of past returns to identify any missed savings from previous advisors that you worked with.
We then move from past returns to future goals to identify smart moves to make for short and long term tax planning.
Finally, we will present expected tax savings and our fees based on the complexity of the case to present the clear return on investment.
We pride ourselves on the countless examples of success stories our clients have experienced with their tax savings and financial planning. We think outside the box and identify tax savings and provide customized tax planning that other advisors would not consider to maximize your returns. Don't leave your tax and financial planning to chance - our team of experts has a proven track record to get you the results you deserve.
Stop getting vague answers from your tax and financial professionals. We keep it simple and highly value our transparency with all current and prospective clients - with our complimentary tax review we provide real numbers of what you can expect to gain in tax savings and what our estimated fees will be. Unlike the other firms out there that will promise you the world and then underperform, we work tirelessly to help our clients succeed and beat expectations.
Most CPA firms out there only use generic tax planning to provide their clients temporary tax savings that will have to be paid back at a later date, such as claiming depreciation or contributing to retirement plans. Our consulting generates permanent tax savings, where we look at long term tax rates and claiming deductions or credits that won't be repaid. No other firm cares more about saving our clients tax dollars than we do.
In order to provide the best possible service to our clients, we pride ourselves on our drive to constantly learn the different changing complexities of the tax planning and financial planning areas. Regularly researching tax code changes and learning from real client examples on a consistent basis means you can rest assured that you're in good hands. We also practice what we preach, so many of our advisers are experts in running businesses, stock investments, rental real estate investing, and personal finance from their own experiences in their personal lives. Let us take away the headache of tax and financial planning so that you can focus on what's truly important to you.
This is not a one size fits all approach - we work with a select number of clients each year and understand that every individual and business isn't a good fit for us to help. Running our business this way makes certain that we always have time to provide personalized service and care with each unique client situation. Schedule a free consultation today to see if we can assist with the current challenges you're facing. We strive for timely responses and will reply to any inquiry within 24 hours.
Our advisers have truly unique experience. Our experts have filed taxes in all 50 U.S. states plus several international jurisdictions. We have seen highly complex situations involving literally hundreds of unique investments in various activities. We are also avid students of personal finance and business where we help our customers with advice on how to set up their business, recommended accounting procedures, and how to find the best outsourced financial providers. We use our unique experience to provide our customers with a comprehensive analysis of their tax/financial scenarios so we can create the best possible long-term plan. Don’t waste your valuable time running around finding different professionals – we have the expertise to examine the total picture.
Dedicated to Your Success
Our biggest victories are uncovering hidden tax savings for our clients and getting them the real dollars they deserve. We remove the headaches and deal with the complexities of tax planning and financial planning so that you don't have to.
After working hard year after year, don't leave potential tax savings up to chance with other advisors. Let us help you secure your tax savings now.Free Tax Savings Review