Tax Planning

OUR PROMISE TO YOU.

  

As tax practitioners, we are governed by IRS Circular 230, which states that we must provide you, our client, with the highest quality representation concerning any Federal tax matters. We will act fairly, with integrity, and expect the same from you. We promise you, our client, to strictly adhere to these terms and provide you the best possible service.

  

How we do this.

At Cerner Capital, we employ the following best practices:

We listen to you and establish your specific set of facts.

We clearly communicate with you exactly how we are going to help you successfully and legally reduce your tax liability.

As with any type of planning, some assumptions must be made. We stringently evaluate the reasonableness of these and make sure they are in line with your circumstances.

We relate the applicable law to your determined facts.

We arrive at a conclusion specific to you supported by law.

 

Why we are REALLY different.

We are uniquely qualified and positioned to advise you on financial AND tax matters. Most firms can't do this. They specialize in one or the other. 

We take a holistic and integrated approach to your financial wellbeing. We see the trees and the forest.

This entails helping you structure financial transactions to minimize taxes, as well as invest your money in a tax efficient manner.  Most tax firms are unable to get in front of client's investment activities before bad decsions are made that result in large tax liabilities. 

Not us. We can guide you through your investing decisions with an eye on the tax impact. This means no surprises at tax time.

   

We would love to work with you.

Whether you are an individual, family, and/or business owner, we can work with you to lower your taxes and keep more money in your bank account.  

If you are interested in finding out how you can lower your tax bill while securing your financial future, give us a call or complete the form below.

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What Others Say

"You guys rock! The service was excellent. Thank you for making it painless, pleasant and most of all hassle free!"

"I have gotten at least 50 times the value from Cerner Capital Management LLC. Thanks for the great service. It's exactly what I've been looking for."

"Thanks guys, keep up the good work! No matter where you go, Cerner Capital Management LLC is the best, most professional Financial and Tax Services firm around! I'd be lost without them."