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    • Home
    • 2024 Taxes
    • My AvantiPRO Portal
    • Tax Management
    • Accounting
      • Accounting Packages
    • Planning
    • Productivity
      • Productive Environments
      • Teamwork
    • News Blog
      • Blog
      • Events
      • COVID-19 Relief
      • Videos
    • Contact Us
    • About Us
  • Home
  • 2024 Taxes
  • My AvantiPRO Portal
  • Tax Management
  • Accounting
    • Accounting Packages
  • Planning
  • Productivity
    • Productive Environments
    • Teamwork
  • News Blog
    • Blog
    • Events
    • COVID-19 Relief
    • Videos
  • Contact Us
  • About Us

Achieve better outcomes through insightful planning

Strategic Business Tax Management

Strategic Business Tax Management

Strategic Business Tax Management

Tax Management vs.Tax Planning.

 __________ 

There isn't much you can do to lower your taxes after December 31st.  Be proactive throughout the year giving yourself time to make good decisions.

Personal Tax Management

Strategic Business Tax Management

Strategic Business Tax Management

Tax management is more than tax planning and far more than tax return preparation.

__________

You are taking steps to excel in your business. Don't accept general advice meant for for the average person. The average person is not financially successful.  You have worked too hard for that to be your goal.

Business & Growth Plans

Strategic Business Tax Management

Business & Growth Plans

We've been doing this long enough to see many ways to create business plans.  Some are so complex that they never get fully implemented.

 __________ 

Let use guide you with tools that actually work.

Utilize tools that are enjoyable to work with and proven effective.

Business Succession

Family Office Services

Business & Growth Plans

  What steps can you take today to get organized in a way family members and business partners can operate when a key player is not available.

What happens if a partner or key employee is suddenly unavailable?

 __________ 

What are you plans for your ultimate exit from the business.  Will you stay involved, sell or transition to new management?

Executive Benefits

Family Office Services

Family Office Services

Coordinate company paid or sponsored benefits with cash flow, taxation and succession needs.

 __________ 

Balance benefits with what you need as an owner and what employees want so they will stay with you.

Reduce turn-over and attract new talent. 

Family Office Services

Family Office Services

Family Office Services

Our Family Estate Organizer  "FEO"™ is a great place to start. It is in a printed format with an online app that is always kept up to date. 

 __________   

Led by a team with over three decades of business, financial, estate and family office experience. We have seen many outcomes- the good, the bad and the ugly.  Don't be a bad example.

Connect With Us

Contact Us

Let's talk about your needs and goals. Set a phone, web or in-person meeting. We work with clients in most US states.

Get started today. You will be glad you did.

AvantiPRO

110 Crown Oak Centre Dr, Longwood, FL 32750, USA

407.331.7330

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Open today

09:00 am – 04:00 pm

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This information is intended solely for general educational purposes. It is not intended for the purpose of providing specific investment advice to any particular recipient. Further, it is important to understand that only an Enrolled Agent, CPA or Attorney is able to provide tax advice. Although the financial planning process may provide a useful starting point for tax considerations, a professional licensed to represent clients in front of the IRS should be consulted prior to implementing any of the suggestions provided by your financial advisor. 


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Phone 407.331.7330   Info@AvantiPRO.com

  • Home
  • 2024 Taxes
  • My AvantiPRO Portal
  • Tax Management
  • Accounting Packages
  • Planning
  • Productive Environments
  • Teamwork
  • Events
  • COVID-19 Relief
  • Videos

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