PIVOT YOUR BUSINESS TO GREATER SUCCESS
Smart strategies to help you achieve your financial goals.
DEDICATED TO
OPTIMIZE
STRATEGIZE
EMPOWER
WHAT IS TAX PLANNING & STRATEGY MANAGEMENT?
GTS Elite Advisors' Tax Planning and Strategy Management is the proactive process of organizing your finances to minimize tax liabilities while maximizing opportunities for growth. By strategically planning throughout the year, we help you take advantage of deductions, credits, and tax-saving opportunities that align with your financial goals.
OUR TEAM
GTS Elite Advisors is a boutique division of Global Tax Service, featuring a highly trained team of expert tax strategists and advisors. We work closely with you to create a personalized tax strategy tailored to your unique needs. Our approach is more than just guidance; we collaborate with you to ensure your goals are at the heart of everything we do. Whether you're an individual looking to save on taxes or a business striving for long-term success, we partner with you every step of the way, ensuring you stay on track to achieve your financial goals with confidence and peace of mind.
TAX SAVING
STRATEGIES
There are many tax planning strategies that GTS Elite Advisors use to help clients optimize their financial situation. By going in-depth into the tax code, tax experts can identify opportunities that may not be immediately obvious. These strategies are tailored to each client’s unique circumstances, considering factors such as income level, investments, business structures, and long-term financial goals.
A personalized approach allows our tax strategists to utilize various deductions, credits, and tax-efficient investment opportunities, minimizing liabilities and maximizing savings. This level of customization ensures that clients are not only compliant with tax laws but also positioned for long-term financial success.
BUILDING WEALTH
Tax planning helps build wealth by minimizing your tax liabilities and maximizing your ability to invest and save. Through GTS Elite Advisors proactive strategies, tax planning identifies opportunities for deductions, credits, and tax-efficient investments, allowing you to keep more of your income and reinvest it into growing assets like retirement accounts, real estate, or business ventures.
By aligning your tax strategy with your financial goals, you can make more informed decisions about spending, saving, and investing. Proper tax planning also helps you avoid costly tax mistakes and penalties, which can erode your wealth over time. Ultimately, it creates a solid financial foundation that supports long-term growth and wealth accumulation.
INVESTMENT MANAGEMENT PARTNERSHIPS
GTS Elite Advisors partner with financial advisors from some of the most prestigious financial management institutions to ensure you're making sound investments while protecting and growing your wealth. Our trusted partnerships bring expert guidance, offering tailored investment strategies that align with your financial goals. With a focus on long-term success, we help you navigate market complexities, minimize risks, and capitalize on opportunities to build a secure, thriving financial future. Together, we work to safeguard your wealth and make informed decisions that support your aspirations.
FRACTIONAL CFO SERVICES
Global Tax Service offers fractional CFO services to help businesses manage their financial strategy, cash flow, budgeting, and financial planning. These services provide businesses with expert financial guidance without the need for a full-time, in-house CFO. Our team works closely with your business to optimize financial operations, make informed decisions, and drive growth. Whether you're a startup or an established company, our fractional CFO services can help streamline your financial processes and set your business up for long-term success.
Start saving. Keep building.
Are you tired of losing your hard-earned income to the IRS? Ready to build wealth and gain financial peace of mind? Tax planning is the answer!
For many taxpayers—especially business owners—a year-end tax planning meeting isn’t just helpful; it’s essential. This meeting is your opportunity to gain clarity about your financial picture and discover how our services can best support your goals.
Please note: This is a discovery session, not an advisory consultation. It’s designed to explore how we can partner with you to create a smarter, more profitable tax strategy. Let’s take the first step toward maximizing your income and minimizing your stress—schedule your meeting today!
Tax Planning
Business Packages
Our all-inclusive monthly packages deliver an immediate return on investment. While we’re not focused on being the cheapest, our priority is to be the best! Choose the option below to schedule your complimentary initial strategy call.
Legacy Elite cfo
Our Legacy Elite CFO Service blends expert financial management with a focus on long-term strategy, wealth preservation, legacy-building, and comprehensive tax planning and strategy management. Designed for businesses and individuals seeking to secure lasting financial success, this premium service helps you manage current needs while strategically planning for generations of prosperity, optimizing tax strategies along the way.
elite plus
Elite Plus Tax Planning Service offers a sophisticated, tailored approach to managing and optimizing your tax strategy. Designed for businesses and individuals seeking advanced tax planning, this service focuses on minimizing tax liabilities, maximizing savings, and ensuring long-term financial stability. With a focus on wealth preservation, growth, and legacy-building, our Elite Plus service provides proactive, strategic solutions to align your tax plan with your financial goals and secure a prosperous future.
essential
Essential Tax Planning Package is a step up from the Core package, offering more in-depth tax strategy and planning. Designed for those looking to take a more proactive approach, this service includes optimized tax deductions, credits, and strategic advice to help minimize liabilities and plan for future financial goals. It provides a solid foundation for those looking to get more out of their tax planning while ensuring compliance and maximizing savings.
core
Core Tax Guidance Package offers core tax support for individuals and small businesses with simple needs. This entry-level package provides foundational tax advice, ensuring compliance with tax laws and helping you navigate essential tax filings. While not as comprehensive as higher-tier services, it offers practical insights and assistance to ensure you stay on track with your taxes, avoiding mistakes and optimizing basic deductions. Perfect for those looking for straightforward, no-frills tax support.
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accounting services
General Consultation
During a general accounting meeting, we focus on understanding your business’s financial needs and providing actionable insights to support your goals. Here’s what the meeting typically includes:
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Initial Overview: We begin by discussing your current financial processes, challenges, and objectives to better understand your unique business needs.
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Review of Financials: If applicable, we review your existing financial reports, including income statements, balance sheets, and cash flow statements, to assess your business’s financial health.
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Addressing Key Areas: We identify specific areas where our accounting services can add value, such as bookkeeping, payroll, tax compliance, or financial planning.
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Q&A Session: You’ll have the opportunity to ask questions and gain clarity on financial practices, tax strategies, or any other concerns.
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Customized Solutions: Based on your input, we outline a tailored plan of action to streamline your financial processes and support your business goals.
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Next Steps: Finally, we discuss implementation timelines, service agreements, and the best way to move forward to ensure your business’s success.
This meeting is designed to be informative, collaborative, and focused on providing you with the tools and strategies to achieve financial clarity and growth. Let’s work together to make your numbers work for you!
Our comprehensive accounting services are designed to support businesses in managing their financial health with accuracy and efficiency. We provide a full range of solutions, including:
Our goal is to provide the financial clarity and support you need to focus on running and growing your business. Let us handle the numbers so you can focus on your passion!
The hourly rate for this service is $250.00 and is due at the time of booking.