Tax
Since the sixteenth amendment was passed by Congress in 1913, the tax code has become increasingly complex. Our comprehensive tax services are designed to minimize taxes and maximize wealth.
Tax insights
Case
studies
Results you can measure. At Fleming Advisors, our tax experts will build a comprehensive tax plan tailored for you and designed to minimize taxes and maximize wealth.
 Over $47k in tax refunds!Insight Creative Group, Oklahoma City, OK |  Over $800k in tax refunds!Bennett's Route 66 Pharmacy, Claremore, OK |  Over $155k in tax refunds!Stonegate Pharmacy, Austin, TX |
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 Over $11k in tax refunds!Granbury Drug & Compounding, Granbury, TX |  Over $79k in tax refunds!Eldon Drug, Eldon, MO |  Over $100k in refunds!Moore Pipeline Services, LLC, Pawhuska, OK |
 Over $25k in tax refunds!Owasso Drug, Owasso, OK |  Over $71k in tax refunds!Custom Meds, Inverness, FL |  Over $33k in tax refunds!The Art of Medicine, Philadelphia, PA |
 Over $77k in tax refunds!Rx3 Compounding Pharmacy, Chester, VA |  Over $49k in tax refunds!Austin Compounding Pharmacy, Austin, TX |  Over $45k in tax refunds!Sooner Pharmacy, Norman, OK |
 Over $30k in tax savings!Chelsea Family Pharmacy, Chelsea, OK |  Over $33k in tax refunds!Clarksville Family Pharmacy, Clarksville, AR |
Are you paying too much in taxes? Do you feel like your current accountant or CPA isn’t digging deep enough into the tax code to find creative ways to reduce your tax bill? If so, you’re not alone!
The reality is most small businesses owners pay more tax than they have too. Sure, most accountants use a handful of tax deductions. Some here. Some there. What we do is strategize. We evaluate things at a high-level and develop a game plan that often results in significant tax savings and more tax efficient business structure.
At Fleming Advisors, our tax experts will build a comprehensive tax plan tailored to your unique situation to ensure your various business entities are properly structured, your maximizing tax credits & deductions, and keeping as many of those hard earned dollars as possible.
Below are three indications you may be overpaying:
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Your accountant never asks in depth details about your business: One way you can tell if you are paying too much in taxes is determining how well your accountant knows you and your business. There are many strategies for reducing your tax bill, but they require someone to know the ins and outs of your business in order for the strategies to be developed. They should know how your business is paid, what specific functions and services are involved, how involved you are in each facet of the business, etc. Chances are if your accountant doesn’t know every detail about your business, they are not looking at tax reduction strategies that can keep more money in your pocket!
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Your accountant doesn’t know your long-term goals for your business: If you’re accountant doesn’t know your long-term goals for your business then they could be missing out on proactive strategies to save you money in the long run. Proactive planning is key to ensuring you don’t pay too much if you go to sell your business or make a purchase of assets without proper guidance.
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Your accountant never asks where you spend your money personally: The interesting thing about the tax code is the same expense, if structured differently, can be deductible in one instance and not deductible in another. Your accountant should know where you are spending your personal money so they can help develop strategic plans to help those expenses take a chunk out of your tax bill
Our Advanced Tax Planning service consists of a comprehensive analysis of your businesses from top to bottom and includes a written plan to be used as a "road map" for implementation.
Here is what's included:
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A high-level review of each business entity and it's structure as it pertains to income taxes
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Evaluation of current tax exposure and recommendations
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Evaluation of applicable tax deductions & credits
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Estate tax considerations
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State and local tax considerations
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A written tax plan to be used as a "road map" for plan implementation
Advanced Tax Planning is ideal for:
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Small to medium sized businesses
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Start-up businesses
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Healthcare professionals
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Attorneys
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Independent pharmacy owners
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Other professionals
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High net-worth business owners
Fleming Advisors is a leading provider of tax, accounting & advisory services for business and individuals. Using cutting-edge technology, we offer a robust and competitive portfolio of services. The key ingredient to our success is our team of professionals who possess the knowledge and experience required to fulfill our mission of creating value for our clients. Click here to view the brochure.
To get started, call us at 855-877-9807 or fill out the "Let's Talk" form below.