Holistic Tax Planning Solutions for High-Earning Business Owners

Tax Strategy and Planning

Giving you a preview of your tax liability and identifying strategies to reduce your liability up to $20,000 or more.*

*Your tax savings will depend on the level of your income.

Small Business Jump Start Program

Designed for business owners making less than $100,000 a year who want to ensure they are setting their business up for success.

Tax Return Preparation

Individual income tax return preparation*

*For existing Avere Tax Planning and/or Avere Wealth Planning clients only.

Want to learn more? You can schedule a free consultation to review your tax situation and discuss how I can help you.

Schedule a Free Consultation

Preserve your wealth by making sound financial decisions

Tax projections help identify ways you and your business can:

  • 1. Reduce your taxable income by maximizing deductions to employer benefit plans

  • 2. Save for the future by identifying the right retirement plan
  • 3. Maximize itemized deductions and tax credits
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