In 2022, we reviewed 203 client tax returns (for the 2021 tax year) and caught approximately $162,650 worth of errors and omissions in total – and that wasn’t even our biggest catch. When a prospective client contacted us to get a second pair of eyes on his tax plan, we noticed something significant. “Right away,…

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Maximize Tax Opportunities: Think Differently, Be Purposeful, Achieve More When it comes to optimizing your tax strategy, it’s not just about avoiding errors – it’s about seizing opportunities to build a better financial future. As business owners, you hold the keys to a complex tax landscape that can offer substantial long-term gains and strategic deductions.…

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Optimize Your Payroll for Tax Advantages and Increase Your Retirement Savings

We understand that owning and running a business often becomes a family affair. Spouses and children play vital roles in various aspects, from casual conversations at the dinner table to continuous discussions about the business’s health. This is one of the many reasons we recommend optimizing your payroll to include these hardworking family members. We…

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How Vance Wealth Acts As The Quarterback Of Your Financial Future When it comes to securing your financial future, assembling a trusted team is crucial. At Vance Wealth, we take pride in acting as the quarterback of that team, leading the way in collaboration with your accountants, attorneys, insurance specialists, estate planners, business advisors, and…

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Exciting improvements are ahead for Vance Wealth this year, and one of the opportunities we’re most excited to announce is Simplify365 – a new business offering designed to help business owners simplify their planning approach to life and business. This new program is designed to help busy entrepreneurs carve out the time they need to…

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