“Every business owner who walks through my door, should be able to feel good about the number they [may] have to write on the IRS check at tax time.” -Owner Loree Holgate. “Whether you’re already established, or if you’ve just set out to build your company, I believe it is crucial to have comprehensive information and a clear understanding in regard to the structure of your business. First, how is your company formed and why does this business structure work best for your unique vision. Secondly, when and what is required to meet state and federal compliance and regulations. Finally, how will you be taxed on your income. Laws are put into place, and vary, with each business structure. I am here to stay up to date and informed on these laws and to help business owners utilize the federal tax system to their advantage, as it was intended. The Internal Revenue Service’s Tax Code is updated annually and offers various benefits and incentives for self-employed individuals and business owners. These incentives aim to support entrepreneurship, job creation, and economic growth, ultimately contributing to thriving cities and communities. Self employment is exciting, being your own boss is the American dream! I see so many companies that just accept that they have to pay in tens of thousands of dollars to the IRS every September without really even understanding why. Taxpayers should feel confident that they are making the right moves at the right times. I can guide business owners in necessary expenses, practical investments, and reasonable measures that will help keep money in their own pockets – often while reducing their overall tax liability. Making moves that prove to be beneficial and sensible for the growth and stability of a business shouldn’t leave taxpayers in a frenzy. With strategic planning and clear knowledge of the tax system, taxpayers should be prepared, and able, to afford whatever income tax is owed to the IRS come tax time. I believe that when you Elevate your understanding, it will Expand your path to greater opportunity.”
To effectively assist each client with
To evaluate and reduce tax liability and eliminate overpayment to the IRS
To construct and implement an informed, honest, and personalized strategy in
Elevation Expansions LLC’s fundamental purpose is to provide reliable support for business owners looking to streamline their operations, reduce risk, and increase profitability. Our goal is to alleviate some of the responsibilities associated with running a company, allowing you to focus on your core objectives.
1. In-depth knowledge of tax laws and regulations
2. Proven track record of successful tax minimization strategies
1. I take the time to clearly explain the "why" behind my recommended strategies
2. You'll understand how and why my recommendations will work for you, giving you confidence in your tax planning decisions
1. Up-to-date knowledge on credits and phase-outs available for your specific industry
2. Expert guidance on qualifying for industry-specific tax incentives
1. Customized tax planning tailored to your unique needs
2. Direct access to your dedicated tax professional
1. Unwavering commitment to ethical and compliant tax practices
2. Transparency in all interactions and recommendations
1. Maximize your tax savings without compromising integrity
2. Experience peace of mind with professional guidance
3. Stay focused on your business while we handle your tax needs