An entire team dedicated to minimizing your tax burden, accelerating business value and creating a legacy for you and your family.
Most CPAs only provide tax return preparation, nothing more. TSP teams plan ahead by gaining an understanding of your business and personal tax challenges, then apply the legal and eligible provisions in the tax code to optimize your savings.
Your plan is designed by a team of licensed professionals so legal, financial and value questions get answered seamlessly.
Attorneys
Certified Public Accountants
Certified Business Value Advisors (CEPA)
Paralegals
Services
Customized levels of service. A lifetime of teamwork and benefits.
Every plan is designed around you. We take on your goals as if they were our own.
Services may include some or all of the following:
Business and personal tax planning
Personal and financial goal planning
Business performance assessments
Value acceleration methodologies
Exit and legacy planning
Retirement accumulation and distribution strategies
Insurance risk reviews
Virtual Sessions with your Strategists
How we do it
Our process.
01
Assess
We start by learning about you, your family and your business. Through meaningful conversations we can start to coordinate the elements within our competencies that will meet your personal needs and goals.
02
Design
The TSP team will use the information from the assessment to design a custom plan which includes specific tax savings strategies, asset protection initiatives and wealth building recommendations. This design is presented gratis in your “Personal Consultation” with a few members of your potential team.
03
Planning
Once you start as a client, your dedicated team of relationship managers, tax professionals and specialists will coordinate and prioritize the sequence and flow of your plan, ensuring maximum results with milestones in dedicated time frames.
04
Implement
With a coordinated plan in place, the team gets to work from day one. We orchestrate all the efforts between several specialists, ensuring that outcomes are met. Our priority is implementing your personalized plan and producing results.
At TSP, we are committed to designing and implementing customized plans that yield tax savings, increase business value, protect your assets and build generational wealth.
Tax Strategies
TSP offers proven tax-saving strategies for business owners and high-net-worth individuals seeking to keep more of what they earn and reinvest in their future. We fully consider your unique situation when building a plan that works for you.
The TSP team takes a holistic approach to our clients tax planning and wealth management goals. We start by considering traditional tax deductions that are often underutilized or not used at all. With our help, you can deduct things you are paying for already. By adding a step or two, expenses can be converted and documented into legitimate business expenses.
Expense and Depreciation Planning
Every business owner spends money on necessary goods, services and equipment. Planning these expenditures and utilizing the correct depreciation methodologies could alleviate unwanted cash flow and profitability issues associated with unexpected business expenses.
Cost Segregation
For property owners, cost segregation strategies provide an opportunity to reclassify building components and accelerate depreciation. This approach is ideal for buildings that cost more than $500,000 and have been purchased and/or rehabilitated within the past five years to accelerate your tax savings.
Tax Credits
There are numerous tax credits that could be applied based on your particular business activities. Unlike a deduction, Tax Credits are applied dollar for dollar to reduce your tax bill.
Tax Advantaged Retirement
Funding your retirement can be an enormous undertaking. It can also warrant large tax bills associated with your withdrawals when the time comes to use it. Allocating your retirement funds into tax advantaged vehicles and environments today will promote lower tax liabilities when you really need it most.
Short and Long Term Gains Strategies
We understand that managing special tax liabilities can be complex or confusing for some. Depending on how your taxable income originated and the time from when you produced the income determines which specific tax rates could or will apply. Taking a proactive approach to managing these types of liabilities before they occur will prevent any unwanted tax surprises. Through proven methods, we have helped many clients manage these liabilities with a variety of safe options. Do not get caught by surprise with an expensive tax bill, take prompt action to control your special tax expectations.
Asset Protection
High-net-worth individuals and families are susceptible to many threats when it comes to their assets. We identify any potential risks along with operational and tax impacts to implement the appropriate entity structure for your business. Using our solutions can help mitigate a variety of risks while improving your bottom line, decreasing your tax bill and strengthening your legacy.
Entity Planning and Implementation
Starting a new business or purchasing an existing one is an exciting move towards building more wealth. Selecting a business entity is a requirement and each has its own advantages, disadvantages, and special rules. There are three categories aside from a sole proprietorship to choose from — partnerships, corporations, and limited liability companies. Although one of these choices may be favorable when you start out, it may need to be re-evaluated as your business evolves. An experienced attorney and tax advisor can help you determine which form of ownership is best for your business.
Captive Insurance
Captive insurance is a form of self-insurance, where a business creates its own coverage or supplemental coverage. The benefits of this type of program include protection for the business and financial advantages for the owner.
Advanced Programs
Our advanced programs are intended for specific clients who gain access to business value acceleration and highly exclusive tax savings programs.
Profit and Business Value Strategies
Every business owner understands the importance of operating a profitable business. However, making the connection between sustainable profitability and strong business value typically occurs too late in the game for most business owners to optimize the sale or transition of their business. We work with business owners from day one to integrate profit planning and business value so that you have a clear understanding and ultimate control of the life changing decisions you will make through your business.
Operations Management System (OMS) - Budgeting, Expense Controls, Goal Setting, Profit Planning, Growth and Scaling
Business Ratio Diagnostics - Industry Benchmarking for Liquidity and Equity
Snapshot Valuations - Used to Establish Baselines and Multiple Acceleration for Increased Value
Exit Planning and Management - Personal, Business and Financial Readiness
Operational Optimization - Custom Designs for Performance, Reliability and Sustainability
Asset Platforms
Our exclusive access to “Special Buying Platforms” allows eligible clients with or without businesses to safely eliminate as much as 100% of their annual tax liabilities.
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Contact Info
How it works
From the first call to lasting savings.
Working with TSP is simple. You talk with us, choose a level of service, and our team builds and follows through on a tax saving plan made for you.
Step by step
What to expect when you work with us.
Call us
Call 772-584-9718. Tell us about your business, your income, and what you paid in taxes last year. There's no cost to talk with us.
Choose your level
We'll recommend the level of service that fits your business, your income and your goals.
We build your plan
Our attorneys and CPAs review how your business is set up, how you pay yourself, and what you own. Then they put together a tax saving strategy written for you.
Meet on a regular schedule
Depending on your level, we meet monthly, every two weeks, weekly, or whenever you need us. Each meeting keeps your plan current as your business and income change.
Keep more of what you earn
With the strategies in place, the savings show up where it matters: on your tax bill.
Your team
Who works on your plan.
Attorneys
Set up and review the legal structure of your business entities so your plan holds up.
Certified Public Accountants
Review your returns, find the deductions and credits that apply to you, and handle the numbers.
Certified Business Value Advisors (CEPA)
Determine what your business is worth, which matters for buying, selling, succession and estate planning.
Paralegals
Keep your documents, filings and deadlines organized so nothing slips through the cracks.
Start the conversation
Find out what you could be keeping.
Call us and a member of our team will set up your consultation.
