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Tax advisory and Tax planning

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Tax advisory and Tax planning

Book a consultation

Obtén más información

CPA Services

Tax Advisory and Tax Planning

VALUE-BASED PRICING. NO SURPRISE FEES.

TaxWise Tax Plan - Stop Overpaying In Taxes
Tax filing is not tax planning. We do both—and we start

Tax Planning and Strategies

Monthly Cost starting at $750

Business Tax Strategies

• Identify business tax credits and incentives available to businesses.

• Implementation of the identified tax-saving strategies.

Business Tax Recovery - identifying opportunities for tax credits recovery.

Business Tax Advisory with a CPA

Monthly Cost starting at $750

• Provide consulting services, tax advisory, and business tax strategies.

• Develop strategies to minimize tax liabilities and maximize tax savings.

Puerto Rico Act 60

PR Act 60 Tax Experts

Maximize Your PR Act 60 Benefits Today! Looking to maximize tax benefits under Puerto Rico's Act 60? Our PR Act 60 tax experts can help you access all the incentives this law provides. Businesses offering export services can enjoy a reduced income tax rate of just 4%, significantly lowering tax liabilities. Additionally, Act 60 provides individual tax savings, enhancing your benefits.

Industries We Serve

Technology

professionals and digital creators

Focus:

🤖 Tax Strategy Guide and Holding company with IP License for AI-Focused Businesses

Services:

Supporting businesses leveraging artificial intelligence with guidance on R&D tax credits and tax-efficient structuring.
AI companies can qualify by demonstrating technological advancements, such as developing AI algorithms or machine learning models.
Structuring IP, like AI algorithms and patents, in a tax-efficient manner.

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professionals and digital creators

Focus:

📚Tax Strategy Guide and Holding company with IP License for Digital Creators (ebooks, courses, subscriptions-based).

Services:

Empowering digital creators, and entrepreneurs with tax planning solution tailored to multiple income streams (i.e. royalties) and digital products (e-books, digital guides, courses, subscriptions).
Specialized advice on maximizing deductions and optimizing revenue strategies.
Structure holding companies to isolate income from intangible assets like royalties.

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Fitness Creators

professionals and digital creators

Fitness Creators

Focus:

👟Tax Strategy Guide and Holding company with IP License for Fitness Creators.

Services:

Tax planning for the fitness creator industry, including personal trainers, wellness coaches, and fitness influencers generating income from digital content (virtual classes, subscriptions, fitness programs).
Best practices for managing business income and deductions, ensuring compliance, and optimizing tax savings for fitness creators.
Structure holding companies to isolate income from intangible assets like royalties.

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Real Estate

WCPA digital guide

Fitness Creators

Focus: Tax plan for Cost Segregation

Services: Tax planning and Cost Segregation Studies.

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WCPA digital guide

We offer tax guide for businesses who want to learn more about tax laws.

Ebooks
Downloadable resources
Consulting services

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Frequently Asked Questions

Please reach us at dwolfe@cpawolfe.com if you cannot find an answer to your question.

What services and fees does Wolfe CPA & Advisors - Certified Public Accountants specialize in?

Wolfe CPA & Advisors specializes in a range of services at fixed fees and tailored to meet the needs of small to mid-sized businesses.

Tax Advisory Services

1. Tax Credits and Incentives
We specialize in identifying and applying for a wide range of tax credits and incentives available to businesses, including:

Retirement Plan Startup Costs Tax Credit: Claim up to $15,500 in credits over three years Plus, up to $1,000 per employee annually for establishing qualified retirement plans.
Research & Development (R&D) Credits: Incentives for companies investing in innovation and technological advancement.
Work Opportunity Tax Credit (WOTC): Savings for hiring individuals from targeted groups who face employment barriers.
Self-Employed Tax Credit (SETC): Deductions designed specifically for self-employed individuals.

2. Tax Planning and Savings
We provide proactive, strategic tax planning to help your business minimize liabilities and maximize savings. From entity structuring to timing of expenses, our strategies are tailored to your specific goals.

Compliance and Accounting Services

3. Business Tax Returns Preparation
Wolfe CPA & Advisors ensures your business tax returns comply with all federal, state, and local regulations. We handle the complexity, so you can focus on growing your business.

4. Accounting Review, Consulting, and Analysis
Our comprehensive services include:

Full-year accounting reviews to ensure accuracy and compliance.
Financial consulting to optimize cash flow and profitability.
Strategic analysis to align financial goals with operational decisions.

What is Wolfe CPA & Advisors - Certified Public Accountants / Tax Recovery's process for tax services?

Our tax process includes a thorough review of all relevant financial documents and a compliance approach to identifying tax savings and credits eligibility per IRS guidance.`

Does Wolfe CPA & Advisors - Certified Public Accountants / Tax Recovery offer remote tax consulting services?

Yes, we offer virtual tax consulting services to clients who prefer to work with us remotely.

Tax Advisory and Tax Benefits with a CPA near me.

Tax Savings, Lower Your Tax Liability

We focus on Tax Recovery and Tax Planning

We go beyond tax compliance and proactively recommend tax-saving strategies to legally reduce your tax liability.

☑ Understanding tax basics and planning ahead can help you make better informed decisions. For the best potential outcome, consider working with a tax professional —not just at tax time—but all year long to plan for tax-saving opportunities.

Find out more

one-on-one CPA Services

We are available year-round, let us be your one point of contact for multiple business needs - Tax Credits, Tax Savings, and Financial Plan. When it comes to complex issues, rely on us.

Tax Advisory

Your Business is Our Priority

We’re dedicated to our clients!

Year-round availability

Integrity and responsiveness

CPA Tax Advisor

Tax advisory and Tax planning

Tax advisory and Tax planning