Asset Protection & Estate Planning

Asset protection and estate planning helps safeguard your wealth and possessions from risks like lawsuits or financial liabilities. It ensures that your assets are shielded and preserved, so you don’t lose them in case of unforeseen events. Additionally, asset protection and estate planning can help you optimize your taxes. By using legal strategies and structures, you can minimize your tax liabilities, take advantage of deductions, and potentially protect your wealth from excessive taxation. We have team of tax attorneys that can assist!

Estate Plan

Revocable Living Trust and Will planning for your estate and avoiding probate. Consult with an Attorney up to 1.5 Hours on your estate plan with recommendations to properly execute your plans for your estate and loved ones. Includes, trust, wills, powers of attorney finances and health care, advance directive/living will and other ancillary docs.

LLC Entity Formation

LLC Set-Up with state and all required docs.

Offshore Entity

Draft and file offshore entity (Nevis). Consult with Attorney up to 1 hour on legal and tax and questions related to the offshore entity (seek out foreign legal counsel for foreign law). Tax Attorney will advise on U.S. tax compliance and filing requirements for assets and cash in foreign country.

Frequently Asked Questions about Tax Advisory

Are business tax advisor fees tax-deductible?

Our advisor fees are fully tax-deductible as a business expense. Magnolia Tax Services offers tax advice to small businesses in all 50 states and every industry. The strategic tax advice our small business CPA advisors offer helps reduce your tax liability while maintaining compliance.

Do I need a CPA for my small business?

Using a CPA is a competitive advantage, but you are free to handle that aspect of your business yourself. When you opt to work with the professionals at Magnolia Tax Services, you’ll enjoy year-round tax preparation, tax organization and submission, and much more.

How to find a tax advisor for my small business?

Look no further than Magnolia Tax Services! Our advisors are experienced in your industry and state. Getting started is quick and easy. Schedule some time to speak to one of our specialists and tell them about your needs. They’ll match you with a CPA dedicated to supporting your business year-round.

How do I maximize my tax return for my small business?

Maximizing your tax savings is complex, time-consuming, and can open you up to harsh penalties and fees if you submit incorrect information. There isn’t a specific method or formula that will maximize your savings, which is why so many small businesses turn to experts like Magnolia Tax Services.

tax advisory process

Year-Round Tax Preparation

Once you submit your documents and information, we'll begin preparing your tax returns, no matter the time of year.

Tax Organization and Submission

Avoid tax problems from occurring. We review your tax return and make recommendations to maximize your refund. We may recommend additional tax-saving strategies depending on the professional services you’ve selected.

Iterative Review

CPAs or Enrolled Agents review drafts every step of the way, with a final review performed to make sure we dot every "i" and cross every "t".

Small Business Approval

We will maximize your return and share it with you for your review and approval. Once approved, we file on your behalf.

Tax Return Storage

We store your completed return electronically on our secure servers and make it easily accessible to you on the client portal for up to seven years.

Keyauda Jones

THIS PLACE IS THE BEST THEY SAVE ME FROM A BIG DEBT….I RECOMMEND 10 OUT OF 10. THEY TREAT YOU SO NICE WHEN DEALING WITH THEY SERVICES. THEY ANSWER TEXTS, EMAILS, PHONE CALLS, THIS PLACE IS THERE FOR YOU. MAGNOLIA TAX SERVICES HELPED ME SO MUCH. I AM GOING TO THEM FOR SERVICES FOR NOW ON. SHOUT OUT TO EUGENE……………………………

Terry Williams

This firm exemplifies professional services. From the scheduling to the intentional follow ups, I felt accommodated as a client. Eugene and his team assured my privacy was a priority throughout the process by utilizing their online portals and file sharing technology they have integrated. After reviewing and my previous years, Magnolia found critical errors that were corrected that saved me over $7,000! Quality professional service is what I expected and quality professional service is what I received. I would highly recommend this business to anyone seeking tax preparation, service, and planning.

Carly Weigel

Magnolia Tax Services is the best in the business. As a small business owner, they answered all of my questions and helped me save over $20,000 on my tax bill last year. I’ve recommended this team to everyone I know.

Jacob Bunce

Eugene is great and very knowledgeable – helped me get a great return this year. Super easy and quick process!

Benjamin Khachaturian

Magnolia has been a fantastic resource for my business! I’m grateful to have Eugene in my corner. Look no further! I’d give this business 6 stars if I could. ⭐️⭐️⭐️⭐️⭐️⭐️

Nick Sirvinskas (Sirvin Real Estate)

I’d recommend Magnolia Tax Services to anyone. They are professional and extremely knowledgeable. I got my tax return quickly and I’ll even be working with them this year for tax planning. 10/10 experience

DJ KO

I had the privilege of working with Eugene and his exceptional tax firm, which saved my business a remarkable $27,521! From the very beginning, Eugene’s professionalism and expertise shone through. Eugene and his team thoroughly analyzed my business finances, leaving no detail unchecked. Their attention to detail and in-depth knowledge allowed them to identify valuable deductions and implement effective strategies, resulting in substantial savings. Throughout the process, Eugene was communicative and transparent, patiently explaining complex concepts and addressing all my questions. His commitment to client satisfaction was evident, making the entire experience smooth and stress-free. The impact of working with Eugene’s tax firm has been game-changing. They discovered overlooked deductions specific to my industry, saving me $27,521. I highly recommend Eugene and his team for their unmatched expertise and exceptional service. Thank you, Eugene, and the entire team at Magnolia Tax Services!

Rick Mitchell

Eugene and his staff have been nothing short of phenomenal! The service, attention to detail and advice I received was incredible and I am going to be a client of Magnolia from here on out! I just wish I had found them earlier!

Tanell Jennings

Magnolia services was super!! They were fast and efficient. Answered any questions that I had for understanding! Thank you guys for everything!

Asset Protection & Estate Planning

Estate Plan

Estate Plan

LLC Entity Formation

LLC Entity Formation

Offshore Entity

Offshore Entity

Frequently Asked Questions about Tax Advisory

tax advisory process

Year-Round Tax Preparation

Tax Organization and Submission

Iterative Review

Small Business Approval

Tax Return Storage

We guarantee there’s not a tax problem we can’t solve!

Client Reviews

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