TAX GAME PLAN
We specialize in tax planning and consulting for business owners, real estate professionals and other high earners. We legally leverage the IRS and state tax codes, as well as tax court case rulings to create, implement, and maintain tax planning strategies that generate tax savings.
The 3 Step TAX GAME PLAN TO REDUCE TAXES
1
Tax Plan Creation
We review your current tax situation and discuss your financial and lifestyle goals. We then create a customized tax plan to put you in the optimal position to save taxes in line with those overall goals.
2
Tax Plan Implementation
You will review the tax plan and determine what you wish to implement. We will then work with you to implement your desired tax reduction strategies.
3
Tax Plan Maintenance
We work with you on a continual basis providing packaged solutions that are customized to fit your tax, accounting, and financial needs. We use our high-level tax expertise along with our proprietary tax-planning software to analyze your tax situation on a monthly basis and ensure you are maintaining and optimizing the most ideal tax situation.
Meet The Owner
PAYTON GILLIS, CPA
Payton Gillis is the founder of Tax Game Plan, a St. Louis based tax advisory and consulting firm with a mission to help successful business owners, real estate investors and others actively reduce their tax liability.
Payton has a Masters of Accountancy degree and is a Certified Public Accountant, as well as a Certified Tax Coach. He and his firm work with clients worldwide to creatively reduce their current and future tax liabilities in line with their overall financial and lifestyle goals.
REACTIVE TAX PREPARATION VS PROACTIVE TAX PLANNING
REACTIVE Tax Preparation Model
Many business owners are used to receiving standard reactive tax preparation services from their accountants. Clients send in their tax info and year-end financials to their accountants after the year-end, with a rough idea of what they may owe in taxes. The client waits for their return to be completed, while hoping they have not underpaid their taxes by more than expected. The problem with this reactive approach is you’re only hope for lowering your tax burden at this point are a few Hail Mary options. You are left with few (if any) options to legally reduce your tax burden.
PROACTIVE Tax Planning Model
The tax planning model works to proactively reduce your tax burden throughout the year. This opens the entire book of tax strategies available for you to use to legally decrease your taxes. You can confidently reduce, or potentially even eliminate quarterly estimated tax payments. The process begins with a complimentary review of your most recent tax returns and current year projections. We then sit with you for an initial tax planning strategy session to review your options and lay out our findings. From there, we can move forward with creating and implementing your customized tax plan. Once implemented, we then work with you to continuously maintain that plan and optimize it based on changes over time in your tax situation as well as changes imposed by acts of government.
