PROACTIVE TAX PLANNING FOR BUSINESS OWNERS AND REAL ESTATE INVESTORS
Stop Reacting to Taxes. Start Planning.
Your business decisions affect your taxes. We help you uncover tax savings, implement strategies, and plan ahead.
Your Business Has Changed. Has Your Tax Approach Kept Up?
As your business expands and your investments progress, it's crucial for your tax approach to evolve as well. Engaging in proactive tax planning is essential; relying on tax conversations only during filing season may result in missing valuable opportunities.
Does this sound familiar?
Your profits are on the rise—and so is your tax bill. You’re likely wondering what to expect, how much to set aside, and where you could potentially reduce expenses. You're evaluating your business structure and considering how you pay yourself. What once worked at the start may no longer align with your current goals.
By utilizing tax advisory services, you can gain valuable clarity before making significant decisions. Whether you're purchasing equipment, investing in real estate, expanding your operations, or planning your exit strategy, understanding the tax impact beforehand can lead to better outcomes. You have financial reports, but you need guidance in interpreting them. You want to know what’s driving your profits, where the cash flow is going, and what areas require attention.
Our mission is straightforward: We deliver tax-focused accounting that connects your financial data, your objectives, and your tax strategy while there’s still time to make informed decisions. Furthermore, our virtual accounting services provide the support you need whenever you require it, streamlining tax preparation to be more efficient and effective.
More Than an Accountant. A Partner on Your Side.
PrecisionBooks Advisors is a virtual boutique tax and accounting firm serving business owners and real estate investors who want guidance beyond filing a return.
Led by Marilynn Ugarte, EA, CTC, with 18 years of public accounting experience, our firm combines technical expertise with personalized guidance and direct access to your tax advisor.
We bring a proactive, analytical approach to tax planning, taking the time to understand your overall financial picture, uncover tax-saving opportunities, and evaluate strategies that help you make informed decisions throughout the year.
Proactive Approach
We help you anticipate tax obligations, identify opportunities, and avoid unnecessary surprises.
Personalized Guidance
Get direct, attentive support from an advisor who understands your business and financial goals.
Bilingual Support
Work with us virtually in English or Spanish, wherever business takes you.
How We Help
Proactive Tax Planning
Are your real estate investments tax-efficient? Whether you're converting your home into a rental, managing short-term and long-term rentals, investing in commercial properties, or developing your next project, it's crucial to understand the tax implications of each decision. Our Tax Advisory Services integrate accurate property accounting with Proactive Tax Planning, ensuring you maximize available deductions, minimize tax exposure, and build long-term wealth. With our Tax-Focused Accounting and Virtual Accounting Services, we deliver tailored solutions for tax preparation that empower your investment strategy.
Tax-Focused Accounting
Does Your Franchise Have a Tax Strategy—or Just a Tax Return?
From opening your first location to expanding into multiple units, your decisions greatly influence your tax obligations. Our Tax Advisory Services combine precise accounting with Proactive Tax Planning to help identify opportunities related to entity structure, equipment purchases, depreciation, and available tax credits. Through our Tax-Focused Accounting and efficient Tax Preparation, we assist you in implementing these strategies, allowing you to plan ahead and retain more of what your business earns. Additionally, with our Virtual Accounting Services, managing your finances has never been easier.
Tax Preparation & Filing
We help entrepreneurs and business owners across various industries with proactive tax planning, uncovering tax-saving opportunities while providing comprehensive tax advisory services, tax-focused accounting, and tax preparation. Additionally, our virtual accounting services enable effective planning for the future.
A Strategic Approach to Paying Less in Taxes
