TAX PLANNING & ADVISORY
Individual Tax Services
Managing wealth comes with complexity — and opportunity. At Boyd CPA, we provide tax advisory services for individuals, offering personalized strategies to minimize liabilities and maximize financial growth. With a trusted CPA in your corner, you’ll gain clarity on your tax position, ensure compliance, and plan proactively for your financial future. Our expertise allows you to protect and grow your wealth, giving you the confidence and freedom to focus on what truly matters.
Start With Discovery
With the Individual Tax Discovery we take the time for a thorough review of your financial position and taxes so we can be sure we’re providing solid oversight and guidance. Receive experienced insight and customized guidance to be sure you’re not only protecting your wealth but growing it.
INCLUDES:
• Tax Return Review
• Personal Net Worth Review
The Foundations Program
Consultation & Working Sessions
These programs are a unique combination of both consultation and application. We will answer your questions, providing strategies and guidance, as well as, make live edits and adjustments where needed to different aspects of your financial management.
We will cover the following topics based on what’s most important to you:
• Basics of Tax Efficiency
• Income Sources
• Tax Privileged Accounts
• Deductions and Credits
• Retirement & IRA Planning
• Rental Property Planning
• Preparing for Tax Season
On-Going Accounting & Advisory
Building wealth and securing a strong financial future begins with smart strategies and good habits. Through our Ongoing Advisory & Accounting services, we carefully look at your money situation and come up with plans to protect you from paying too much in taxes or missing out on opportunities. We’re like your personal guides, helping you stick to your goals and finding the best way to reach them. With a solid plan and regular check-ins for advice and support, you’ll be well on your way to achieving your biggest financial dreams.
Who Is This For?
A perfect fit for entrepreneurs or individuals who own real estate or other investments looking to minimize tax liability and clarify their financial position.
Includes
• Individual Federal & State Returns
• Annual Tax Plan
• First Response to IRS Notifications
If you’re wondering how to increase your profits, we can help. Through sound strategies—including entity structure planning, accounting and payroll implementation, budgeting, and forecasting—we offer guidance to set your business up for financial success. By analyzing your current operations and identifying opportunities for growth, we provide actionable insights that can improve efficiency and profitability. Our tailored approach ensures that every recommendation aligns with your unique business goals, helping you build a solid financial foundation for sustained success. With our expertise, you can confidently navigate the complexities of managing and growing your business.
With a multiple-meeting approach and a thorough review of your income and financial position, we prepare tax projections to avoid any surprises when you file your taxes. Also, we help you navigate the IRS with tax strategies that improve efficiency and take advantage of allowable deductions and credits, providing you with clarity and confidence so there are no surprises when deadlines come.
If you know where you stand, you can control where you’re going. By taking a holistic approach to your financial picture, we integrate tax considerations with retirement planning, college savings, and investment strategies to help you achieve the future you want. Using your tax return as a guide, we evaluate how financial decisions impact other areas of life and implement strategies to address immediate concerns while identifying long-term opportunities. Through honesty, objectivity, integrity, and diligence, we provide financial guidance tailored to your goals.
We can help you increase the efficiency of your accounting systems through adaptive strategies and a collaborative partnership. Keep your tax filings on track and have peace of mind knowing you have reliable guidance about your business. You can trust your records are well kept, checks and balances are in place, and you are in the best possible position for sustainability and financial growth.
It’s time to have someone in your corner who’s as dedicated to your success as you are.
Tax & Advisory Services For People Who Want To Be Treated Like People
3724 LAKESIDE DRIVE, STE 201, RENO, NV 89509