Think your taxes are too high?...

Lifetime Tax Reduction Planning &
Preparation

“Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury. There is not even a patriotic duty to increase one’s taxes.


Over and over again the Courts have said that there is nothing sinister in so arranging affairs as to keep taxes as low as possible. Everyone
does it, rich and poor alike and all do right, for nobody owes any public duty to pay more than the law demands.” 

– Judge Learned Hand

SMALL BUSINESS TAX AND ACCOUNTING

Simple. Hassle-Free. Accurate. Affordable.

NO CREDIT CARD REQUIRED

Why Cya4tax?

Tax savings require bookkeeping, filing returns and tax planning

TAX RETURNS

Professional business and personal tax returns are prepared with an emphasis on saving you money by lowering your tax bill each year.

QBO ACCOUNTING & PAYROLL

Bookkeeping and Financial
Statement preparation by trained accountants. Simple Payroll services managed for you, including payroll runs and payroll tax returns.  Includes direct deposit and online access services.

TAX-FREE RETIREMENT PLANNING

Paying zero taxes in retirement is achievable. It just requires implementing tax strategies today onwards.

YOUR TIME IS MONEY. WE CAN SAVE YOU BOTH!

125 Hours

Average amount of time we save our clients each year so they can focus on running their business.

$20,000

The average amount of money we save our clients each year that can go back into their business or family.

Small Business Experts

We specialize in small business accounting and taxes. In addition we assist our clients in the acquisition and tax-efficient sale of business assets and opportunities.

The Latest Technology

Our accounting and tax technology allows you to free up time to run your business and simultaneously providing you a 'dashboard' on your businesses operating performance and tax efficiency.

Package Pricing

ALL INCLUSIVE ACCOUNTING PACKAGES TO FIT YOUR BUDGET.  
GET STARTED TODAY FOR FREE.

Tax planning for small business owners allows us to put a report of all tax strategies together to reduce tax legally, moraly, and ethically.

Retirement Tax Mistakes

Most frequently experienced taxpayer mistakes made

Missed Required Minimum Distributions (RMDs)?

The penalty for failing to take a required distribution is a whopping 50% of what you should have taken out. For example, let’s say someone has $1 million in an IRA. At age 70½, that individual must take out $36,496. If he doesn’t, the penalty is more than $18,000. That is huge. And he still has to pay income tax on the full amount. There’s no statute of limitations on this.

Doing an IRA rollover the wrong way

Have you thought about rolling your traditional IRAs from one financial institution to another? Maybe you’re looking for higher returns, more investment selections or better service. If you roll over your traditional IRA, there are some common mistakes you should avoid. “IRA rules can be tricky and some have even changed over the years

If you’re a regular gambler in retirement, this means your fun can cost you thousands more in taxes and increased Medicare Part B premiums each and every year. I call this the hidden gambling tax. 

Obamacare and IRA/401k Savings

Do you qualify for Obamacare Subsidies (tax credits)? Government-sponsored health care savings are based on your predicted household income for the following year (not your income from the past year). Household means that (in most cases), you, your spouse, and any dependents who live in your household are included, even if your family members don’t need insurance. Household income includes taxable wages, tips, self-employment money, unemployment income, most Social Security benefits, retirement or pension, alimony and child support, capital gains, and investment income.

we are open M-f/5-9 or set an appointment

Call (727) 755-1040

Why our tax service

  • Tax Reduction Planning Experts
  • Tax-Free Retirement Strategies
  • Tax Planning Savings Calculators
  • Latest up-to-date Tax Software
  • Secure Tax Document Upload and Storage
  • Remote E-sign and E-filing Services

Get notified when new deductions become law.

Find us on social networks.

our newsletter

Sign up for tax updates

Contact
For any inquiries please email or call
sammy@cya4tax.com
Phone (727) 755-1040