Strategic Tax Planning

Assisting business owners on their path to financial success and peace of mind, simplify365® provides tax planning programs at every stage of the journey. We help you manage your tax burden effectively, so you can keep what you’ve built.Our tax planning programs are tiered depending on the scope and complexity of your business.

Strategy Meetings
Strategy Meetings
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Proactive Planning
Proactive Planning
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Essential Business Solutions
Essential Business Solutions
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Business & Estate Planning
Strategic Business & Estate Planning
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Strategy Meetings

At simplify365®, we prioritize communication through goal planning meetings to review your financial situation. We realign your strategy with new objectives and course-correct as needed. We also offer specialized tax planning meetings to explore potential tax-saving opportunities and help you manage your liabilities. Progress emails are sent regularly to keep your team updated on your plan’s advancement.

  • Goal Planning Meetings
  • Year-End Focus Meetings
  • Accountability Emails
Strategy Meetings
  • Octicon Goal 24
    Enhance tax efficiency
  • Fontisto Date
    Streamline financial planning
Essential business solutions
Essential business solutions
Essential Business Solutions

Essential Business Solutions

Our suite of essential business solutions includes:

Payroll Optimization

How you pay yourself affects your tax planning opportunities.

Retirement Plan Design

Custom retirement plan solutions, tailored to your needs.

Tax Due Diligence

Comprehensive annual review identifying potential tax return errors.

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Proactive tax planning

No two businesses are the same, and neither are their tax opportunities. That’s why our proactive tax planning service is designed to fit each client’s specific needs. Whether you’re struggling with seasonal cash flows or seeking ways to optimize profitability, our experts provide solutions that align with your goals now and in the future.

At simplify365®, our comprehensive, long-term approach is what helps clients reduce their tax liability. The proactive path to securing your financial future starts with a rigorous tax opportunity review, which becomes the cornerstone of our personalized set of solutions. As always, the goal is to help you protect your hard-earned wealth.

  • Tax Return Review: annual, personal & corporate
  • Collaboration with Accountant: annual (email)
  • Financial Review of P&L Report: annual
  • Payroll Review: W-2, with or without company census
  • Reporting: tax summary letter; one-time, annually, or once every three years
Tax Planning Image
Increase Profit

Increase Profit

Lower Tax Liability

Lower Tax Liability

Plan Ahead, Save More

Plan Ahead, Save More

Strategic business
Estate Planning Review
Insurance Analysis
Protection Planning

Business and estate planning

Running a thriving business requires a deep understanding of the distinct challenges and opportunities associated with it. At simplify365®, we specialize in providing strategic planning services tailored exclusively for business owners like you. Our offering includes estate planning and legacy management, insurance analysis, wealth protection strategies, and more.

  • Estate Planning Review: one-time, annually, or once every three years
  • Insurance Analysis: one-time, annually, or once every three years
  • Protection Planning: one-time, annually, or once every three years

Case Studies

Explore our key case studies below or browse all to see how simplify365® can help manage your wealth effectively.

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Saving Over 50% in Taxes with a Cash Balance Plan

In this case study, Vance Wealth helped a high-earning consultant save over 50% in taxes by implementing a cash balance retirement plan. The client’s income, just shy of $1 million, caused his tax liability to surge. Through thoughtful tax planning, including a $125,000 cash balance contribution, Vance Wealth reduced his tax liability from $174,000 to $104,000, saving him over $70,000. Additionally, the client secured significant retirement savings, demonstrating the power of strategic tax planning.

Maximizing Tax Savings with Smart Business Planning

Here’s a great example of how Vance Wealth and simplify365(R) can help make a difference on your overall tax situation. In this case, the client was above the QBI threshold of $440,100, initially limiting his tax saving options. His total cash liability was north of $174,000, but a cash balance retirement plan offered a solution. Devising and implementing this plan, we were able to lower his tax liability by around $70,000. The client was able to put $120,000 into a retirement account that’ll grow tax-deferred, so it’ll be something he’ll be able to live off in retirement.

Your Roadmap to Smart Tax Savings

Save more and stress less with a strategic tax plan custom-built for your financial goals.

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