Tax Advisory for Small Businesses

Never get surprised by an unexpected tax bill again! Magnolia Tax Services offers an affordable and comprehensive tax advisory service that operates throughout the year. We guarantee compliance with tax regulations, focusing on reducing tax liabilities for individuals and businesses.

Be Proactive Rather than Reactive
through Tax Advisory

Taxpayers are overpaying in taxes because they aren’t aware of tax strategies they could implement, or perhaps their current tax advisor/accountant is not equipped to meet their ever-changing tax environment. Tax planning is analyzing a person’s financial situation and applying strategies to help them pay the lowest amount of taxes based on their facts and circumstances.

Tax planning considers many factors, including tax credits, deductions, investments, and expenditures. At its core, tax planning is about understanding how business and life decisions affect the largest expense most people have. We have over 1,500 tax strategies for our clients.

Experience Makes a Difference

Experience Makes a Difference

We are dedicated to ensuring our clients leverage every opportunity to minimize their tax liabilities while maximizing their eligible tax benefits. With our expertise, we guide clients through the complexities of tax regulations, enabling them to make informed decisions and optimize their financial outcomes.

Personalized Tax Plans

Personalized Tax Plans

We will create a personalized tax plan tailored to you and your business. We aim to understand your lifestyle and business model while leveraging the tax code to ensure your business can remain profitable, creating a tax-free lifestyle for the business owner.

Tax Write Offs

Tax Write Offs

Learn the different tax deductions and how to accurately support them. In tax advisory we will educate and teach you how to turn many personal expenses into qualified tax deductions. Our team is well versed in writing off travel, meals, medical bills and performing cost segregation studies for real estate investors.

Frequently Asked Questions about Tax Advisory

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 advisors offer helps reduce your tax liability while maintaining compliance.

Using a tax advisor 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.

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 licensed professional dedicated to supporting your business year-round.

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.

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

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