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Tax Planning

Imagine the possibilities…with Tax Planning

McKinley Plowman can offer you expert tax planning advice that could legally minimise your tax liability to deliver significant savings, identify the cash flow benefits and provide you with certainty for the next 12 months. You can relax knowing that you have explored all current opportunities that exist within the complex tax legislative framework.

Couple tax planning with a review of your business performance and the financial results you have achieved for the 9 months to 31st March, will provide detailed statistics on your key business drivers currently impacting your organisation’s performance. This enables us to identify areas that could significantly improve your profitability and the long-term value of your business.

By making the decision to engage in our services as early as March/April, you are opening yourself to great possibilities and adequate time to investigate, analyse and impact your financial savings.

Don’t wait…

P-ositive

L-egal

A-ction

N-ow

How McKinley Plowman can help…

First of all, we request from you details of your expected income for the financial year (1 July to 30 June). This includes all wages/employee type income; investment income (e.g. dividends, interest, rents); business profits/losses together with any capital gains/losses you expect to make.

Based on this information, we estimate your taxable income and your tax payable BEFORE any tax planning strategies.

Second, we identify and discuss all of your tax planning options. Some of these may be things to do in your business, others may involve investment/wealth creation options.

Third, we provide you with a report that explains in plain English the tax planning strategies we recommend; exactly how much tax you will save; cash flow implications; and the timing – so that you have certainty.

Fourth, we will provide key statistics on the main drivers of your profit and the performance of your business as it is now, then provide you with some options to improve profitability and value under a variety of sale conditions.

And finally, we provide you with an easy-to-follow Action Plan to ensure that both you and the MP+ team do everything that needs to be actioned before 30 June.

Still not sure…

Here’s what our clients say:

“I’ve been using the McKinley Plowman tax planning service every year since I started my business. The tax savings covers the cost many times over.”    – Mark

“McKinley Plowman’s tax planning service gives me peace of mind, I know exactly what my tax position will be 12 months before its payable. I also get to see my year to date results in real time and get advice to improve the results.”  – Russell

Get started…

Let’s not wait any longer, Click Here to download our tax planning checklist which details all the information we need.

Once we receive your information we will work on your plan and contact you to arrange a meeting to discuss the results.

Look out….

To help you further, McKinley Plowman will be publishing a series of educational articles on our website and in our newsletter that you can implement yourself to save tax.

To ensure you don’t miss out:

Thinking about becoming a client?

Book your free, no obligation consultation right now via our online booking system or get in touch to find out more

Already a client and want to get in touch?

Send us an email via our enquiry form or give us a call today