Concierge Tax VIP
Proactive tax saving strategies for the successful business owner and high net worth family.
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what your CPA may be providing.
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Who We Help
High Net Income Families
High Net Worth Families
Profitable Business Owners
Comprehensive Accounting Services for All Needs
Concierge Tax Service offers exceptional, personalized services to meet your accounting requirements.
Listen
This is where we ask a bunch of questions and do our fact-gathering. We want to know about your hopes and dreams along with your fears and constraints.
Assess
Our team becomes your team. We assess your tax situation, develop a focused strategy, and show you
how our tax strategies save you thousands of dollars each year
Strategize
Our proactive approach to tax strategy means we get out ahead of the game with hard-hitting tax strategies that are reliable, legal and effective.
Implement
We help put a plan together for you to follow. If external parties are involved, we will assist in coordinating them to put your master plan into action. We may bring in an estate planning attorney to
structure vehicles to defer taxation. We’ll work with your wealth team to maximize your liquidity."
Needing Additional Services?
In addition to tax planning, we offer tax preparation and CFO services. Your financial picture can be complicated – let us handle your taxes and provide you with actionable information from your financials.
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Our Clients Love Working With Us!
Robin B.
Concierge Tax and Keith are the best. I've been going to him for years!!! He's very attentive detail. And he is completely honest. You can count on him to help you through any complicated details that you have in your tax return. I recommend him totally.
Mark M.
I've been going to Concierge Tax and Keith for 15 years. He isn't just there at tax time, he's there year around to answer any questions I might have and this year I've had plenty. I recommend him highly!
Arron W.
Mr. Stoller is very professional. Attention to detail, and very through. He gave great advice on future tax savings and how to prepared for ever changing tax laws. I have recommended him time and again over the years to friends and family.
John C.
Been going to Keith after being recommended for over 5+ years, will never go anywhere else. He’s up in current law, and always has the clients best interest in mind.
Tax Planning
Strategic planning for legally mitigating tax liabilities.
Tax planning is more than just a requirement; it's a strategic tool to maximize your long term financial success. At Concierge Tax VIP, we specialize in leveraging the U.S. tax code to minimize liabilities by crafting a plan that aligns with your goals. Our approach ensures you maintain compliance while maximizing your savings.
By analyzing your financial situation and discussing your objectives during our collaborative accountant meetings, our experts tailor a plan that works best for you. Empowering you with knowledge and choices, we build a partnership of trust and ambition.
Whether you're preparing for long-term growth or navigating complex tax challenges today, our team provides clarity and confidence. By understanding your unique dynamics, we turn intricate tax codes into a streamlined process, making tax avoidance not just legal, but encouraging it for your benefit.
Financial Consulting
Our financial consulting service empowers you to make informed decisions with clarity and precision. At Concierge Tax Service, the accountant desk isn't just a place of work; it's where your financial transformation begins.
Our experts guide you through a labyrinth of choices, whether it's planning for retirement, investing, or managing business finances.
We begin with a comprehensive analysis of your current status, identifying areas for growth and potential challenges. Through strategic planning and personalized sessions, our services ensure your financial aspirations are within reach. We employ advanced tools and years of expertise to make financial complexities simple and manageable.
With our unwavering support, you can confidently approach your financial future. Our focus on personalized solutions and understanding your financial journey makes us more than an accounting firm; we're your partners in success.
Ready for Personalized Financial Guidance?
Contact us today to experience our professional and empathetic approach to accounting.
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Common Questions Answered
Read these FAQs for insights on how we can support your financial goals.
Ready to explore your options?
Contact us today to experience our professional and empathetic approach to tax saving.
Discover Your Tax-Saving Potential
Contact:
T: +16616161348
@: connect@conciergetax.vip
About Us:
Keith Stoller, MBA, EA, NTPI Fellow, and Author provides tax and business advisory services to high-earning and high net worth individuals and families.
