Is your tax professional Strategic?
Or, is your tax pro just preparing your taxes?
Let Nouvo help you plan, strategize, and maximize your tax savings.
Does this sound like your current tax pro?
- You bring the ideas:.. “Hey, I heard of this strategy..."
- They shoot them down...“That won’t work for you.”
- You meet once a year... and they simply tell you how much to send to the IRS.
- They call you last minute with an unexpected surprise, just before the deadline.
- They shrug off your concerns with, “That’s the price of being successful” or “That’s a good problem to have.”
If this sounds familiar, it’s time for a change. At Nouvo, we believe in proactive planning, clear communication, and strategies that put you ahead—not last-minute surprises.
What is Strategic Tax Planning?
It’s more than just filing your taxes—it’s about strategically managing your finances year-round to maximize savings, minimize liabilities, and keep more of what you earn.
It doesn’t matter how skilled your current accountant is with a stack of receipts on April 15. Without proper planning, by the time April 15 arrives, it’s already too late to make a difference.
At Nouvo, we do it well!
We specialize in strategic tax planning, helping you take control of your taxes with expert strategies tailored to your unique situation.
A few items to think about
- Have you organized your business entity correctly?
- Are you utilizing the optimal entity structure?
- Are you benefiting from tax-free fringe benefits?
- Are you maximizing your medical expense deduction?
- Are you making tax-favored investments that will yield significant tax savings?
- Are you deducting your business vehicles in full (in the first year)?
- Do you have the right benefit plans for yourself and your employees?
- Do you have the right retirement plan to prepare for your future?
- Are you taking advantage of all of the legal deductions, credits, loopholes, and strategies the tax code offers?
The hardest thing in the world to understand is the income tax.
Every tax planning strategy we recommend is fully supported by Internal Revenue Code sections, revenue rulings, revenue procedures, and court cases to ensure that you’re not only saving on taxes but are also well-protected during an audit.
At Nouvo, we bring the experience, expertise, and credentials you need—but what truly sets us apart is our proactive approach. We don’t just report your financial history; we help you shape a successful financial future.
