Services Detail

Tax Advisory Services

Gundersons CFO & Bookkeeping: Tax Advisory Services

Discover Your Path to Tax Savings and Wealth Building

At Gundersons CFO & Bookkeeping, we are committed to helping you reduce your taxes, protect your assets, and build wealth for you and your family. Our comprehensive tax advisory services are designed to meet the needs of business owners, property investors, and families looking to secure their financial future.

Why Choose Our Tax Advisory Services?

As a Main Street Certified Tax Advisor, we offer tailored strategies to maximize your tax savings. Our expertise encompasses 72 different tax strategies that can transform your financial landscape. Whether you are a business owner, have rental properties, or are planning for the future, we can help you navigate complex tax laws and achieve your financial goals.

Our Tax Strategies

Our approach includes a wide range of strategies tailored to your unique needs. Here are a few of the 72 different tax strategies that we can help you implement:

Leverage tax benefits by employing your children in your business.

Write off medical expenses through Health Reimbursement Arrangements (HRA) or open a Health Savings Account (HSA).

Click here to watch a video that explains a little more about Medical Tax Strategies

Maximize deductions and depreciation benefits. We can help you analyze your current rental properties and any future rental properties to determine if they are or will be beneficial investments.

Click here to watch a video that explains why you should invest in real estate.

Utilize tax-advantaged accounts to save for your children’s education.

Gain control over your retirement investments with tax-advantaged options.

Click here to learn more about the benefits of controling your retirement investments.

Ensure your assets are protected and your legacy is secured with trusts and wills.

How Can We Help

Personalized Comprehensive Consultations: Meet with Kristin or Ashley for 1 hour to discuss your specific situation and discover the best tax strategies for you.

Customized Plans: Receive a tailored Action Step plan that addresses your financial needs and helps you achieve your goals. You will also receive a Tri-Fecta, which is like a map of where you are and where you want to be. You can click here to learn more about the Tri-Fecta

Ongoing Support: You can either implement your Action Step Plan yourself and be exactly where you are today, a year from now OR, you can work with us monthly or quarterly to help you implement your action steps and hold you accountable to get on track and stay on track to reaching your financial goals and legacy.

Schedule Your Discovery Call Today!

Schedule your 15-minute free Discovery call today to see if we are a good fit. Click here to schedule.

You can watch this video that explains what is a discovery call, and what happens during a discovery call.

Existing Customers

Talk directly to your team

Ready to take control of your bookkeeping and tax needs? Our experienced professionals are here to provide you with tailored solutions, ensuring your financial records are accurate, compliant, and stress-free.

Address: 2619 Washington Street, Suite C, Waller, TX 77484