- Joe Whelan, Chief Financial Officer, The Sunflower Group
Achieve your goals with insightful tax planning strategies
Does your accountant ask insightful questions to know you and your goals? We believe it’s our responsibility to understand your personal financial goals – and your business – and to recognize how both will be impacted by changes in the tax laws.
Our clients are primarily business owners and corporate officers whose personal finances are directly related to their business. We’ll meet throughout the year to suggest proactive strategies for you and your business. These may be in the areas of determining entity structure, estate planning, income tax planning, business strategy and planning, or corporate taxes – whatever it takes to help you achieve your goals while minimizing your taxes and staying in compliance with the tax code.
Your tax advisor should be proactive rather than reactive. If you only talk to your accountant during tax season and want a more hands-on approach, contact us to schedule a meeting with one of our Tax Leadership team members.