As Your Small Business Accountant in Orange County, We’ll Save You Between $100k to $1M+ on Your Taxes
As your full-service CPA firm, we’ll go way beyond preparing your taxes, instead we’ll proactively use our 40 years+ of “tax planning” expertise to save you $100K to $1M+ in taxes.
Does this sound like your current tax situation?
Here’s Why Most Tax Preparers FAIL
Most tax preparers and accountants fail to “plan”. They meet you 4 months AFTER the last year has ended to submit your taxes, but that’s TOO LATE.
Tax Preparing
The process of reviewing your years of financial results and preparing your tax returns for submission to the IRS.
Tax Planning
The process of looking at your personal and business regulatory requirements to legally reduce taxes.
We’ll keep your hard-earned money from going to the IRS because tax minimization is what we do ALL DAY, EVERYDAY – even while we SLEEP!
Meet Your Accounting Team
4 Stages of Successful Tax Planning
Perfect Planning
Your planning is the most important part of your engagement with us.
At this stage, we’ll perform a review of your tax position and make recommendations for how much money you can save with our proactive tax planning strategies.
Some of the $100K to $1M+ in tax savings will be from prior years, but most of the savings will be in the current year and next decade (that is, if you’re actively growing your business.)
Flawless Execution
Once we complete your master tax plan, we will present to you anywhere from 1 to 100 strategies to minimize your tax burden.
Some of your strategies require minimal implementation, while other strategies may be more sophisticated and involve 3rd parties, but rest assured we will take care of you every step of the way.
Quarterly Strategizing
Most of our clients choose to work with us on a quarterly basis because at various stages of the year there are 100s of changes to the U.S. tax code, and we must be in compliance, thus we implement strategies before year-end to ensure your tax saving are realized.
Thuson a quarterly basis, we will continue to execute our planning strategies and review your financial result.
Prepared to Perfection
Our preparation of your returns is the last stage of our process.
At this point, we can actually calculate what your final tax payment will be and compae it to what you would have paid without doing proactive tax planning.
You can rest assured you’re going to save a lot!
How Do We Save You $100K to $1M+ in Taxes?
Using Our “Tax Planning” Strategies
Using Our “Tax Planning” Strategies
| The Tax Plan For Current Year & Beyond | ✓ |
| Deduction Review & Strategy Planning | ✓ |
| Legal Entity Optimization Across LLC, S Corp, Partnership | ✓ |
| Retirement Options To Save While Minimizing Taxes | ✓ |
| Insurance Review To Protect Assets & Reduce Taxes | ✓ |
| TCJA, FFCRA, CARES Review For Liability Minimization | ✓ |
| IRS & Court Case References Support Positions | ✓ |
| Core Strategy Implementation | ✓ |
| Business Tax Preparation | ✓ |
| Quarterly Estimated Payments | ✓ |
| Quarterly Core Tax Planning & Implementation | ✓ |
| Quarterly 1-On-1 Review Tax Position | ✓ |
Looking for More Advanced Strategies?
Asset Protection
Tax-Advantaged Wealth
Exit & Capital Gains
Niches Specific
International
Trusted by CEOs & Business Owners
“I can't speak highly enough about the skills of the accountants here! Allan Bayer is phenomenal; he's knowledgeable, professional, and prompt. I've referred several friends here who own small businesses and they're all so happy with his expertise!
Their accounting strategies helped me save THOUSANDS in taxes every single year. I am a happy and satisfied client.”
“I have been working with Glenn's office for several years now. They are fast, efficient and a pleasure to work with. Allan Bayer from Glenn’s office has also been a huge help to our office by assisting us one on one to make sure our accounting and tax needs were met and easy to understand. Thank you!”
“Signed up for a free consultation and did not go in with much expectations but I can truly say any expectations I might have had were blown away! Allan was not only super thorough but took the time to understand my short term and long term goals and how he can help me strategize with my taxes and financial planning.”
Your World-Class Tax Planning Services
Book a Free Consultation
Over our initial kick-off call, we’ll walk you through what
information you need to get in order to complete our tax planning, offer you expert insights, and answer your questions.
Switching Accountant
Is Easier Than You Think
Is Easier Than You Think
Switching from your current accounting firm only seems like a major pain in the butt…
But in reality, it’s a brief communication with your current accountant/bookkeeper:
Yout accountant is professionally mandated to provide your books to whomever you request they go to. It’s really that easy.
We’ll Integrate with Your Accounting Software
FAQs
With you, we will cover 100s of tax pplanning strategies: Deductions, legal entity strategizing, retirement planning, insurance optimization, loopholes, new legislation (TCJA, FFCRA, CARES, etc) as well as advanced and niche stategies.
We hope not* because as your income increases, we will work with you to plan and implement new strategies. Our most successful clients need tax planning every single year, but, if there is no major change to your life or your business from one year to the next year, then you may go years before needing another tax plan.
Sorry, we cannot guarantee any tax-savings because the nature of tax planning is that it’s forward looking and based on projections of your income and your expenses as well as the current tax code. If your income or expenses change for whatever reason or the tax code changes, then your tax-savings will be impacted.
Yes, you may keep your current tax preparer. However, if you choose to prepare your taxes with us, then we will gladly prepare your taxes.
Absolutely! And we recommend it because they know more about you, and we’d be delighted to work with your professional and become part of your financial team.
This website and the webpages, including all related materials (collectively, “this Presentation”) are for informational purposes and will only be used by the intended recipient. Nothing in this Presentation should be construed or relied on as legal advice from Glenn B Hetzel and Associates, CPAs. The mere use of this Presentation does not create an accountant-client relationship with Glenn B. Hetzel and Associates, CPAs, its licensors and and suppliers disclaim all liability in connection with the use of this Presentation, and you assume all responsibility and liability for any decision, conclusion, opinion, or action you may take with your use of this Presentation.
Any tax-related information provided in this Presentation should not be used or relied upon to (i) avoid the imposition of any payment, interest or penalty imposed by the U.S. Internal Revenue Service, or to (ii) solicit, market or recommend to others any tax advice.
This Presentation utilizes sections of the Internal Revenue Code and related regulations in effect as of the date of this Presentation. Glenn B Hetzel and Associates, CPAs assumes no obligation to update this Presentation to reflect changes in U.S. tax laws.
This Presentation also uses certain information that you may have provided to Glenn B. Hetzel and Associates, CPAs, such as: certain previous tax returns and responses to certain tax-related questionnaires. Neither Glenn B. Hetzel and Associates, CPAs nor its suppliers and licensors shall have any liability out of any incomplete, inaccurate, missing, or other erroneous information provided to Glenn B Hetzel and Associates, CPAs or for errors or omissions by Glenn B Hetzel and Associates, CPAs, its suppliers and licensors with respect to the use the use of this Presentation. You further acknowledge that your use of this Presentation does not make you a third party beneficiary with respect to any products or services provided, delivered and/or licensed to Glenn B. Hetzel and Associates, CPAs.
Your Accounting Firm to Save You on Taxes AND Grow Your Profits.
