Tax Planning For Big Savings

Would You Like to Shrink Your Yearly Tax Burden?

Our Proprietary Plan Will Minimize Your IRS Liability.

Our tax professionals focus on mastering the nuances of tax law, complex tax codes and staying up-to-date on changes that will affect your tax returns throughout the year.

We do this because we know that planning is the key to valuable tax savings and we want to help you plan for greater income by implementing tax savings strategies throughout the year that will benefit you all year long.

Our clients pay the least amount of taxes allowable by law because we help them look for ways to minimize their tax burden.

Let us help you with your tax planning, too!

Did you know, for instance, that you can…

  • move your income into lower tax brackets by splitting income among family members or legal entities.
  • shift income and/or expenses to different years in order to best take advantage of lower rates.
  • defer tax liability through some types of investment options.
  • avoid tax liability through some types of investment options, both on the federal and state level.
  • increase your tax deductions by purchasing things that you enjoy.

These, and other Tax Saving Strategies will help you:

  • benefit from the growth and savings of your own assets by keeping them out of the government’s hands.
  • reduce taxes on investments so that you can grow your money quicker.
  • keep more of what you make by reducing your taxed income.
  • defer income in order to keep your money now and pay your taxes later.
  • understand estate taxes and planning so that your family gets to keep more of what you make.
  • give money while reducing taxes to maximize your giving potential.
  • plan for retirement in ways that best benefit you rather than the IRS.

When you become our client, you are paying for a tax planning service that will pay you back. Most of our clients experience tax burden relief, as well as time saved and peace of mind. Our fees are often paid back through the reduced tax liability you will enjoy as part of our planning and legitimate tax savings strategies.

Ready to come in for an appointment?

Our schedule is very full…but if you call us at (469) 672-5157 or email us we’ll give you two options for coming in right away! We will NOT make dealing with a tax professional as painful as it’s been in the past!

What our Clients are saying

My husband and I started a new business in 2014.  We received 1099’s for almost $200,000 and spent most of the money personally with very little business expenses.  We had a problem due to the fact the IRS would be looking for 40% of that.  In addition to that we had a similar problem for 2015.  We found out that we needed to see an Enrolled Agent and found Rod Vander Kooi, the local Enrolled Agent.

The first thing he pointed out was that our LLC was not set up properly in terms of tax advantages and protection.  He filed the proper forms with the IRS to legally reduce our taxes for future returns.

He then filed our 2014 and 2015 returns to find out what we really owed including penalties and interest.  There was no way we were able to pay that.

He explained that there were different ways to resolve these IRS problems.  He was able to pull all of our IRS transcripts going back to 1990.  I then entered our personal financial information into his specialized software along with what we owed the IRS to have it analyzed to determine what options applied to our situation.

Because of our high income situation he could only resolve it through a installment agreement.  Since it was well over 50,000 we had to get approval from the IRS.  Rod Vander Kooi took care of all the work for the special approval and we resolved it all with monthly payments of $1,330 a month which was far less than we expected and well within our budget.  He then educated us on how not to get into that situation again.
S.H., Ovilla, TX

I had an Identity Theft problem and had not filed for the last 5 years.  A Revenue Agent and an IRS attorney were after me for almost a half million dollars.  I had no money and little to no business records.  I prayed about it and a friend of mine recommended that I go see an Enrolled Agent Rod Vander Kooi.  He held the IRS off until we filed the old tax returns and addressed the Identity Theft issues.  We settled with the IRS for $9,000 at $125 month.  I told my daughter in his office to thank this man because he saved our house.

Jose M., Red Oak, TX

NEW STRATEGY FOR YOUR FINANCES