Clifton Park, NY
1-800-517-1430
info@vitaltaxsolutions.com

RAISING TAX AWARENESS
FOR BUSINESS OWNERS
AND INDIVIDUALS

 

Business Owners

Owners spend their time operating a business and unfortunately tax savings can be forgotten along the way.  Often we can find opportunities for businesses to reduce their tax liability and grow assets for owners and executives.

Family & Individual
Tax Solutions

We believe that with proper planning the taxes in retirement that you are required to pay, can be minimized.  By utilizing a written Retirement Income Plan you can take back control of your tax situation.


Why CPAs Should Partner With Us

By partnering through our firm, you can become an even more valuable resource for your business owner clients and help them to find cost savings and additional tax planning strategies.  

Tax Strategies

We find that the biggest “fee” people are paying
is in the form of taxes.  We help business owners and individuals with a tax strategy for the intermediate and long term.  You are welcome to bring your CPA to one of our meetings or workshops!

BOOK A TAX DISCOVERY MEETING

                Upcoming Tax Workshops

WHAT WE OFFER

Written Income & Tax Strategies

We believe that the biggest “fee” you will pay in your financial life is taxes.  Our written
Retirement Plans use tax strategies in conjunction with investing in order to save you more of what you earn and allow it to grow with you and your legacy.

Business Owner
Tax Strategies

Business Owners have a wealth of options for using tax-advantaged strategies that are often overlooked by tax professionals.

Key Employee
Tax Strategies

In a tight labor market it can be difficult to keep and develop key employees.  Using different strategies we can help you retain employees with a tax advantaged strategy for employers and employees.

Business Succession Planning

Owners often spend decades building a business and only 30% survive past the first generation.  You can create a plan to incorporations your decendents and or highly skilled management team to ensure that your business survives you.

Our Team

Our Advisory Team and Support Staff 

Philip Gallant

President

Point of Sale hardware, the till at a shop check out, has become very complex over the past ten years.

Andy Lancaster

Advisor

Point of Sale hardware, the till at a shop check out, has become very complex over the past ten years.

Dan Ward

Account Executive

Point of Sale hardware, the till at a shop check out, has become very complex over the past ten years.

Erin Echmiedchen

Operations Manager

Point of Sale hardware, the till at a shop check out, has become very complex over the past ten years.

Amy Taylor

Marketing

Point of Sale hardware, the till at a shop check out, has become very complex over the past ten years.

Tax Strategy News

We share the latest industry and policy news that may impact your tax strategy

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