Services: Tax Planning

At Optimization Business Group we emphasize the importance of Tax Planning in your personal life and business. You’ve work hard, you kept to your goals and possibly exceeded them, you’ve achieved a great deal and the results are in.

With a solid Tax Plan in place, you’re in control of your wealth accumulation and that’s exactly where you need to be. Give yourself more control of your financial future.

Tax Planning and Financial Management

OBG’s Chief Finance Officer will work with you to establish achievable goals for you. Whether you are looking to buy your own home, an investment property, obtain funding, franchise your operations, purchase commercial property, introduce new business partners, retire early, reduce your debt or work overseas. Tax Planning is the plan created to align those goals with tax efficiency and your financial future.



Sole Trader



C Corp

S Corp



International Business


Tax Planning and Financial Management

  • 401K contributions
  • Accruals and prepayments
  • Business expenses that are non-tax deductible and how these can be minimized
  • Deferral of sales and work in progress
  • Insurance proceeds
  • Mergers and aquisitions
  • Moving and working overseas
  • Off-shore company, trading and taxation
  • Property and share investments
  • Realization of business assets
  • Restructure of your existing business registration
  • Revaluation of trading stock
  • Review of contracts in place
  • Review of your personal expenditure and where tax deductibility may otherwise apply

Obligation FREE Quote

Full service or customized to your requirements.

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