Your business has grown. Has your tax strategy kept up?
For business owners generating $10 million+ in annual revenue and $2 million+ in annual profit before income taxes. Explore tax-planning opportunities that fit your business and cash-flow needs.
Video coming soon.
Initial screening criteria.
These criteria are an initial screen for an introductory conversation, not automatic eligibility for any particular strategy.
01
$10M+ Annual Revenue
Your business generates $10 million or more in annual revenue.
02
$2M+ Annual Profit
Your business generates $2 million or more in annual profit before income taxes.
03
Proactive Tax Planning
You are a business owner seeking proactive tax planning rather than year-end compliance alone.
Explore whether additional tax-planning opportunities fit your business.
Every business is different. The conversation follows three steps.
01
Review your current situation
We look at your business’s current structure, income, and existing tax plan.
02
Evaluate potential strategies and tradeoffs
We assess which tax-planning opportunities may fit your business and cash-flow needs, and what each involves.
03
Determine appropriate next steps
Together we decide whether any strategy makes sense to pursue and what should happen next.
Common questions.
Business owners generating $10 million+ in annual revenue and $2 million+ in annual profit before income taxes who want to explore proactive tax planning.
You can include your CPA in the conversation so any proposed strategy can be evaluated in the context of your existing tax plan.
We assess your eligibility during your first 30-minute private session. If your business does not fit the required revenue footprint, we tell you immediately.
Is your business a fit for proactive tax planning?
Complete the brief assessment to see whether an introductory conversation with Aspen Creek Wealth makes sense.