SVST helps individuals and companies with their strategic planning and tax needs

Why a True Tax Professional Matters: Maximizing Your Savings

Finding a tax professional who thoroughly understands the tax code and takes the time to optimize your return is essential. Many taxpayers either self-file or rely on preparers who simply input numbers without looking for strategic opportunities. Large-volume preparers, focused on churning out hundreds of returns per year, or generalists in bookkeeping, accounting, or law, often overlook valuable tax-saving strategies. While some advisors push complex tax structures—such as Private Foundations, Trusts, Multi-Entity Business Structuring, Private Placement Life Insurance, or Offshore Strategies—many simple, high-impact savings opportunities can be implemented directly on your tax return…

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