Growing Business in need of Tax Savings – Case Study

Our clients, Tim and Lisa (not their real names) run a very successful retail business and have been profitable now for many years.

Thinking that paying tax was just a necessary by-product of profit, they were paying more than their fair share for many years and wondered whether there was any way of legitimately reducing this. In addition, tax payments were taking a big chunk of their disposable income therefore making it near impossible to save money or put funds away for their retirement. Being in one of our service packages gives them the benefit of meeting with us on a quarterly basis and us proactively reviewing their situation.


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