CUSTOMIZED AND PROACTIVE TAX PLANNING AND
MITIGATION FOR PHARMACIES AND PHARMACISTS

Our tax planning and mitigation isn’t just about getting ready for filing the tax return or making it easy to hit the deadline for filing. We help you build your business and create wealth by showing you where you can save money with plenty of time for you to take advantage of our advice.

  • Are you surprised at your tax liability at year end?
  • Does your CPA put you on extension during tax season?
  • Does your CPA have you doing an inventory each year, for preliminary year-end tax planning purposes?

We touch base with you regularly throughout the year via phone, email and video conference so you can talk to us face-to-face wherever you’re located. Starting in the fall, we proactively take the information we have about your business and show you what your current tax position will be at the end of the year and we give you options going into fourth quarter so you can take steps to put yourself in the tax position you want.