At Causey, our team of tax and planning professionals understands the complexities of a constantly changing tax world. We leverage our decades of experience and work with you to adapt your business to operate in a tax efficient manner and maximize your after-tax cash flow. From entity selection and filing compliance, to tax minimization and exit strategies, we are here to guide you every step of the way.
When contemplating business transactions, it is imperative to have a trusted advisor who can see the big picture and understands the intricacies of all the in-between steps to arrive at a successful outcome. We guide you through mergers and acquisitions with an eye toward maximizing tax benefits inside the transaction and work with you all the way through to the continuing operations of the business. Our approach is to gain an intimate understanding of your business model which enables us to work with you and your legal team to optimize the return on your investment.
You are the greatest steward of your own money, so our approach is to gain an understanding of your personal and financial goals, then create tailored tax strategies to help you achieve your desired results. We assist in preparing and analyzing various tax scenarios before a financial decision needs to be made, thus helping avoid pitfalls and tax traps. Ultimately, we guide you in finding the right solutions to meet your unique needs.
After gaining an understanding of your goals and desires for wealth succession, our tax experts work closely with you and your other trusted advisors to assist in devising strategies that will allow you to stay ahead of the ever-evolving area of estate and gift taxation. From advanced gifting strategies to estate tax filings and compliance, we are advocates for you and your families’ wealth preservation and charitable giving decisions.
It’s easy. Just give us a call at 303.296.2229.
We listen first and then provide the right solutions.
Our team is with you every step of the way.
