Keep More of Your Hard-Earned Profits!!
Lower Your Taxes & Build Wealth!!
Why Choose EGA Tax
& Financial Services?
We Save You Money, Not Just File Taxes - Most accountants only file your taxes, but we strategically plan to save you thousands every year.
Customized Tax Strategies - Every investor’s situation is unique, and we create tailored solutions to maximize your tax savings.
Proven Track Record - Our clients save an average of $10,000 per year and reinvest in their business or retirement.
Year-Round Tax Support - We don’t just work with you during tax season - we help you strategize all year long.
Our 6 Step Process
1. Discovery Call
This is a 15-minute call that will help us identify and determine which services will best fit your financial needs.
2. Tax Return Review
In this phase, we will evaluate your Tax Returns from previous years.
3. Comprehensive Consultation
This 60 to 90-minute discussion is all about your personal, business, and retirement financials. This includes, but is not limited to, tax planning, estate planning and entity structure.
4. Tax Strategy Development, the "Trifecta"
We will create a custom trifecta for you, and map out hopeful tax strategies. This includes a personalized financial plan to help you achieve your goals and become debt-free.
5. Trifecta & Tax Strategy Review
Another 60 to 90-minute call to go over the Trifecta Tax Strategy and your financial goals matrix.
6. Implementation & Maintenance
This final step includes bookkeeping services, monthly or quarterly reporting, tax and planning.
Our Tax Services
Expert tax advising, preparation and filing tailored to your specific needs.
Tax Planning & Consultation
We develop customized tax strategies designed to help you reduce your taxable income while ensuring compliance with the IRS. Whether you own a small business, rental properties, flip houses, or manage short-term rentals, our tax-saving strategies will protect your profits.
Business and Individual Tax Preparation & Compliance
We handle all aspects of business and individual tax filing and compliance, ensuring that you take advantage of every tax deduction and credit available. Our proactive approach prevents costly mistakes and IRS audits.
Business Tax Strategy
& Entity Structuring
The way your business is structured determines how much you pay in taxes. We help real estate investors and small business owners set up the right corporate structure (LLC, S-Corp, C-Corp) to lower their tax burden and protect their assets.
Cash Flow &
Retirement Planning
Saving on taxes means you can reinvest into your business or retirement. We help you structure your finances so you can build wealth and secure financial freedom.
TESTIMONALS
James W.,
Real Estate Investor
"EGA Tax & Financial Services helped me save over $40,000 in taxes last year! Their strategies allowed me to reinvest in another rental property!"
Lisa M.,
Small Business Owner
"Before working with EGA Tax & Financial Services, I was overpaying in taxes. Now, I save thousands every year and have a clear financial roadmap!"
David R.,
House Flipper
"I never realized how much I was leaving on the table. Nakia and her team helped me restructure my business and significantly cut my tax bill."
Want similar results? Let’s talk.
Frequently Asked Questions
Do I need a special business structure for tax savings?
Yes! The wrong entity structure (e.g., sole proprietorship vs. LLC vs. S-Corp) can cost you thousands in taxes. We help you choose the best entity structure to maximize tax benefits.
How much can I really save in taxes?
On average, our clients save $10,000 or more per year. We find deductions and strategies that most CPAs miss.
Do you only work with real estate investors?
We specialize in real estate but we also help small business owners, ensuring that our tax strategies align with your financial goals.
When should I start tax planning?
The best time to start is now! The earlier you plan, the more tax-saving opportunities you can take advantage of before year-end.