Profit First Accounting & Tax Professionals

Tax Planning That Grows Your Net Worth Without Enriching Uncle Sam

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Your Business Should Help you Build Your Personal Wealth

Not pay more taxes to the IRS

When we review your situation, we go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income. That way you can do more for your family and yourself. Right now, and in the future. Our team enhances our mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars.

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    Grow Assets

    Grow and preserve assets by keeping Uncle Sam out of your pockets.

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    Defer Income

    Defer income so you can keep your money now and pay less taxes later.

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    Keep More

    You work hard for your money. We help you reduce taxes on your income so you keep as much as you can in your bank.

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    Protect Your Legacy

    Your business is part of your estate. We reduce taxes on your estate so your family keeps more of what you've made.

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    Give More

    We'll show you the best ways to give gifts with high-impact and lower tax liability.

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    Build Wealth Faster

    Our team knows how to reduce liability on your investments, so your wealth builds faster. That means you can feel more secure walking into retirement or whatever is next.

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    Maximize Retirement

    Taxes on retirement distributions can be steep. With an expert plan, we can minimize the taxes you pay, so you can retire in style. 

Tax Saving Strategies 

  • Splitting income among several family members or legal entities. That means more of your income is taxed in a lower bracket.
  • Shifting income or expenses from one year to another in order to have them fall where it will be taxed at a lower rate.
  • Deferring tax liabilities through certain investment choices such as pension plans, contributions and other similar plans.
  • Using certain investments to produce income that is tax exempt from either federal or state or both taxing entities.
  • Finding tax deductions by structuring your money to pay for things you enjoy, such as a vacation home.
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April 15th is Coming Soon! Are you Prepared?

Ready to Keep all the Money you Deserve?

Speak to one of our team.

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Kick Money Worries to the Curb

You can take the reins and reach your goals.

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Ready to Chat?

Phone: 410.442.9939
Fax: 410.442.1150
jana@stapffinancial.com