Elevated Tax Strategies

Elevated Tax Strategies

Financial Services

Portland, OR 237 followers

Elevating your tax strategy to keep more of your hard-earned money in your pocket.

About us

Are you tired of overpaying taxes because your CPA isn’t bringing new strategies to the table? At Elevated Tax Strategies, we help business owners build customized tax plans by connecting them with specialty CPAs and tax attorneys who offer advanced services that most traditional CPAs don't even recommend. Most CPAs focus on compliance rather than strategy, leaving business owners with tax bills that are higher than necessary. Without a comprehensive tax plan, you're likely missing out on significant savings and opportunities to reinvest in your business. By working with our team, you'll uncover hidden tax savings, optimize your corporate structure, and develop a plan that aligns with your long-term financial goals. We specialize in corporate structure analysis, cost segregation, commercial real estate strategy, and capital gains deferral strategies for business owners preparing to sell. Our initial consultation is free, and if you opt for a tax analysis, it's only $1,000. If we don’t find at least $15,000 in tax savings, you get your money back. It’s a win-win. Stop leaving money on the table. Schedule your free consultation with Elevated Tax Strategies today and discover how much you could be saving.

Website
https://www.elevated.tax/
Industry
Financial Services
Company size
2-10 employees
Headquarters
Portland, OR
Type
Privately Held
Specialties
Tax Incentives, Tax Credits, Advanced Tax Strategies, Tax Reduction, Tax Planning, and Tax Savings

Locations

Employees at Elevated Tax Strategies

Updates

  • Accelerate Your Depreciation & Increase Cash Flow! Are you looking to boost your commercial real estate ROI? Cost segregation reclassifies property assets into shorter depreciation periods, allowing for larger deductions sooner. This strategy reduces taxable income and increases cash flow, giving you more financial flexibility to reinvest or expand. Do you have questions? We have answers. info@elevated.tax #CostSegregation #AcceleratedDepreciation #IncreaseYourCashFlow

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  • Selling a business is a huge milestone—but the tax implications can turn it into a financial setback. Many owners overlook the impact of capital gains tax, which can be as high as 40%. While a 1031 exchange is often considered, it’s not the only option. The Secured Structured Sale offers a more flexible and tax-efficient solution. By utilizing Section 453 of the Internal Revenue Code, this strategy defers capital gains taxes, allowing you to reinvest in a wide range of assets and grow your wealth. Let’s talk about how this approach can help you keep more of what you’ve built. Info@elevated.tax #TaxStrategy #AdvancedTaxStrategy #SecuredStructuredSale #KeepMoreofYourMoney

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  • Did you know that 93% of business owners overpay their taxes? According to a Forbes article, this shocking statistic holds countless businesses back from reaching their full potential. When you overpay on taxes, you're not just losing money—you're losing opportunities to reinvest in your business, innovate, and grow. It's time to stop settling for the status quo. Taxes are a game we’re not trained to play, but that doesn’t mean we should ignore the rules. Elevate your approach to tax strategy and reclaim what's rightfully yours. Your business deserves it. #TaxStrategy #BusinessGrowth #OverpayingTaxes #ElevatedTaxStrategies

  • Attention SMB Business Owners: Advocate for Your Financial Future! As a business owner, you're an expert in your field—but let's face it, most of us aren't tax experts. We rely heavily on our CPAs to guide us through the complex world of tax strategy. But what happens when your CPA says "no" to a new idea or strategy? Should you just accept that answer, or dig deeper? Your CPA is a vital part of your financial team, but they aren't specialists in every tax strategy available. It's not uncommon for them to overlook significant tax savings opportunities simply due to a lack of knowledge or time to research it on your behalf. This is where your role as a business owner comes in—advocating for your business by expecting more. Take cost segregation as an example—a powerful tax-saving strategy usually associated with large companies and savvy investors. Many CPAs hesitate to recommend it, worrying about IRS scrutiny. However, when conducted by a specialty firm, cost segregation studies are well-established, rarely audited, and likely come with audit defense for added protection. Think of it this way: You wouldn't ask your primary care doctor to perform knee surgery. You'd go to a specialist who has honed their skills over years of experience. The same principle applies to tax strategies. Partnering with tax strategists, specialty tax services, and tax attorneys through a service like Elevated Tax Strategies, ensures you have access to the expertise needed to maximize savings while staying 100% compliant. Your CPA should always have your best interest in mind, and that includes recognizing when it's time to bring in specialized help. Don't settle for less—ask the right questions, and seek out partnerships that can unlock significant savings and keep your business ahead of the curve. The next time your CPA says "no," remember that you're not just a business owner—you're your business's best advocate. #TaxStrategy #SMB #CostSegregation #CPAPartnership #BusinessGrowth #TaxSavings 

  • Hello Friends, ERTC is not dead! It is still very much in play. In follow-up to my last post, I am hearing a lot of stories from people who were either told not to bother filing for ERTC, or that they made money during 2021 so they won't qualify, or, they started the process with a less-than-reputable firm who left them hanging. This has put a black mark on this very lucrative credit. Let me assure you, our specialty firm are ERTC specialists, and they are not going anywhere. They stick with you throughout the process and provide any defense, if needed. They are totally upfront and honest, giving you accurate feedback regarding your claim. If they say you qualify, they help you submit and provide everything your CPA needs. If you want a free review, even if you were told no before, please don't hesitate to reach out This is money you are entitled to. Let's go and get it before it is too late.

  • Business Owners! Think back to the exhilaration of starting your business—the excitement, the ambitions, the boundless potential! Then the pandemic arrived, altering everything. It wasn’t your fault, but it was a tough period. Here’s some good news: If you haven’t submitted for the Employee Retention Tax Credit (ERTC) yet, there’s still time! The ERTC, part of the CARES Act, can provide up to $26,000 for each W-2 employee you retained in 2020 and 2021. While a portion of this credit expired last April, there is still time to claim the rest. But time is ticking! Congress is considering ending the program soon, although a final date hasn’t been set. Our team of specialty CPA's is here to make the process seamless for you. Our firm is reputable and extremely thorough, making sure you get everything you are entitled to. And, their comprehensive service covers audit defense should you need it, which brings valuable peace of mind. If you thought it would be too time consuming, were worried about working with a less-than-reputable firm, or didn't think you qualify, let's talk before it's too late. Don’t miss out—reach out today and let us help you secure the funds your business deserves! Info@taxincentivespecialists.com #ERTC #TaxIncentiveSpecialists #TaxCredits

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  • At Tax Incentive Specialists, we believe that every business deserves the full benefits of available tax strategies, credits and incentives. The key to unlocking these opportunities lies in the synergy between specialized tax knowledge and your CPA’s comprehensive financial understanding. Here's why partnering with experts can bring unparalleled value to your business: 🔍 Deep Tax Expertise: Navigating the complex landscape of tax incentives requires in-depth knowledge and experience. Our specialists are dedicated to staying up-to-date with the latest tax laws and strategies, ensuring that your business takes full advantage of every eligible incentive. 🤝 Collaborative Approach: Working hand-in-hand with your CPA, we create a seamless integration of tax strategies with your overall financial plan. This collaboration ensures that all aspects of your business’s finances are optimized for maximum efficiency and savings. 📈 Tailored Strategies for Growth: Every business is unique, and so are its tax needs. We customize our approach to align with your specific goals and industry requirements, providing you with strategies that drive growth and profitability. 💡 Innovation and Insight: By bringing together the expertise of Tax Incentive Specialists and your CPA, you gain access to a wealth of knowledge and innovative solutions. This partnership allows for more strategic decision-making and long-term planning, ultimately leading to a stronger financial foundation. 🔑 Unlock Hidden Opportunities: Many businesses overlook valuable tax incentives simply because they aren’t aware of them. Our specialists have the expertise to identify and secure these opportunities, turning potential savings into real benefits for your bottom line. Don't miss out on the chance to enhance your business’s financial health through expert tax strategies and collaborative teamwork. Connect with us today and discover how we can work together to bring unparalleled value to your business.

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