Tax Advisory & Planning

ADVISORY. PLANNING. STRATEGY.

With over 25 years of business strategy, tax preparation and strategic planning, Sirius Tax Group is well positioned to assist you with advisory, planning and strategy formulation.  Tax preparation is merely one aspect of managing your tax and financial portfolio. Generally speaking, as life unfolds, our tax and financial needs become more complex.  Whether this is because of your occupation, filing status, investments, inheritance or business, you MUST protect your income and assets.

COMPREHENSIVE TAX STRATEGIES

Tax strategies are needed to navigate the tax code and guidance of the IRS, whether you are a domestic or foreign taxpayer.  Our team will utilize current, up-to-date tax planning strategies in the following areas: 

  • Maximum tax deductions and credits

  • Maximum allowable credits

  • Zero to Minimum Tax Liability

  • Retirement Planning

  • Succession Planning

  • Exit & Capital Gains

  • Current and Proposed Taxes & Policy

  • Entity Structures, Amendments and Dissolution

  • Investments and Asset Transfer

  • Tax Advantage Wealth Management

  • Asset Protection

  • Estate Planning

  • Advanced Tax Strategies

  • From ITIN to Social Security Number or Green Card

  • Election to Treat NR Spouse as U. S. Resident Under IRC § 6013(G)