Strategic Tax Planning is an important component of your overall estate planning and financial plan

Careful planning throughout the year can assist you in reducing the taxes you pay – as well as help you achieve your estate planning & financial goals.

Attorney Carrie Quraishi works closely with business owners and their families, helping them make tax-smart business decisions, plan for retirement, transfer wealth to children and grandchildren and structure their financial affairs to protect family assets. Her clients are primarily closely held businesses, their owners and their executives.

In most situations, we can substantially reduce a business owner’s tax burden with a customized tax savings plan.  We can also help implement an ongoing solution for continuous tax advice and strategies that fit your business.

Tax Blueprint

After a simple free assessment, we’ll determine if we can substantially reduce your tax burden. If so, we will develop a tax savings plan utilizing our exclusive Tax Blueprint®.

The Tax Blueprint® provides a clear tax reduction plan that is customized specifically to you and your business. Sources of tax savings, along with implementation plans, are highlighted and summarized so you can be confident that the savings are real.

You can expect that the total reduction of your taxes will be substantially higher than the cost of the service itself. This is backed up by our 2X savings guarantee. That means you’ll never pay more than half of what we save you in tax savings. It doesn’t get easier than that. We will continue to work with you after development of the strategy to assist in implementation.