Entrepreneurs

Tax Planning & Business Strategies for Entrepreneurs

Whether you became an entrepreneur by accident or design, you work hard to build your net worth. At SWC, we work just as hard to help you grow and protect it!

As an entrepreneur, you either are your business or you own your business. If you are your business, you’re the boss (and your only employee). You essentially have a job, and your goal is to provide yourself with the highest compensation and benefits possible. You want to have the time and money to support the lifestyle you desire, pay as little as possible in taxes, and sock away enough money to retire in comfort whenever you decide.

If you’re an entrepreneur, your goal is to build a business that you can eventually sell. It’s not that you need to sell, but having a business you can sell means it can run on its own — without you. After all, you have better things to do, such as enjoying your life, seeking personal fulfillment, improving the business, and coming up with great ideas for new businesses. You can’t do all that if you’re spending most of your time working in your business instead of on it.

Whether you are your business or you own it, we can help you maximize your return on investment while achieving both your professional and personal goals.

Why SWC?

Answers to questions you may not know to ask

  • What is the R&D tax credit, and can I use it to reduce my tax bill?
  • What are double taxation treaties, and how can I take advantage of them?
  • What do I need to know about capital gains?

We help manage your finances with purpose and privacy

  • Planning for retirement and lowering your tax liabilities go hand in hand.
  • Avoiding audits ensures your privacy and protects your future aspirations.
  • Savvy tax planning enables you to earn more by working smarter, not harder.

All entrepreneurs are not the same

  • Your tax planning strategies should be just as unique as you are.
  • From creating deferred tax liabilities on the sale of a business to freeing up capital to invest in a new one, we’re here to help.
  • We believe it’s your moral obligation to both adhere to the tax rules and pay as little in taxes as possible.

Entrepreneurs have big challenges to overcome on their way to success. They often pursue opportunities lacking access to the resources that well-funded companies enjoy. They may not be able to afford to hire staff, build their own legal and accounting teams, create their own marketing and sales departments, and fund their own research. As a result, they often face substantial risk both in the form of competition and cash flow.

To compound the challenge, many entrepreneurs fly solo, without any professional business or financial advice. That doesn’t need to be the case. Here at SWC, we’re entrepreneurs helping entrepreneurs meet their business and personal goals. We’ve built and we manage our own successful business and have teamed up with numerous clients to help them build, manage, and grow theirs. We can do the same for you.

Every Opportunity Begins with a Conversation

Let’s talk about managing your business, taxes, and retirement with purpose and confidence.

Request a Callback…

at a time that works for you.

Give Us a Call…

Mon. – Thurs.: 9 a.m. – 5 p.m. PT
Fri.: 9 a.m. – Noon PT

Send Us an Email…

we’ll reply during business hours.

Use our Contact Form…

we’re just a click away.

FREE DOWNLOAD FOR BUSINESS OWNERS
Accepting PayPal, Venmo, and Crypto — What You Need to Know

The growing popularity in e-payment platforms and cryptocurrencies hasn’t escaped the view of the IRS. Download our free business brief to stay informed, in compliance, and keep the IRS off of your back and out of your bank account!

Terms & Conditions Agreement(Required)
Hidden
This field is for validation purposes and should be left unchanged.