Take Control of Your Earnings with Advanced Tax Planning
Our tailored tax strategies help you maximize savings, minimize burdens, and reinvest where it matters most.
What High-Level Tax Strategy Can Do for You
Beyond Freedom Financial’s high-level tax strategies go beyond compliance. We empower you with proactive solutions to reduce tax liabilities, helping you retain more earnings to reinvest in your business and life.
Key Benefits
Discover strategic tax savings designed to retain more income
Reduce tax liabilities by leveraging industry-specific strategies
Unlock resources for growth and personal investment goals
Experience proactive control over your tax outcomes with tailored insights
How Our High-Level Tax Strategy Works
Initial Tax Review
Uncover missed opportunities with a thorough assessment tailored to your financial landscape.
Strategy Development
Benefit from a tailored tax-saving plan with advanced techniques specific to your business.
Implementation
Our team works closely with you to ensure that every step is executed for maximum impact.
Ongoing Adjustments
With regular reviews, we refine your strategy as laws change or new opportunities arise.
Who Is High-Level Tax Strategy For?
Our High-Level Tax Strategy service is tailored for business owners and professionals who want to keep more of what they earn through proactive, customized tax planning. Here’s who we work best with:
Growth-Minded Business Owners
For those who want to reduce tax burdens and reinvest in growth.
You’re running a profitable business and are ready to maximize your resources. Our tax strategies help you retain more of your earnings so you can fuel expansion and stay focused on what you do best.
Financially Savvy Professionals
For those who see tax planning as a pathway to financial freedom.
You value financial efficiency and understand the importance of proactive tax strategy. We offer tailored solutions to help you reduce tax liability, giving you greater control over your financial future.
Visionary Entrepreneurs Seeking Strategic Leverage
For business owners who see taxes as a growth opportunity, not a burden.
You know that taxes are a part of business, but you’re looking for ways to make them work for you. Our team provides sophisticated tax strategies that turn potential tax liabilities into opportunities for reinvestment and wealth-building.
High-Income Earners Focused on Financial Clarity
For those seeking clear, strategic insight into their tax landscape.
You’re a high achiever who wants to understand how to use tax planning as a tool for financial clarity and confidence. We offer clear, actionable guidance that keeps you in control, with strategies to minimize tax stress and maximize wealth.
Legacy-Builders Committed to Preserving Wealth
For those who want to ensure financial stability across generations
You’re focused on long-term wealth preservation and efficient tax management. Our high-level tax planning aligns with your legacy goals, ensuring that more of your hard-earned wealth benefits your family and future generations.
Busy Professionals Seeking a Trusted Advisory Partner
For those who want expert guidance without constant hand-holding
You’re looking for an advisory partnership that respects your autonomy while providing proactive, high-level tax solutions. Our team works with you to implement strategies efficiently, so you can focus on running your business.
Real Results with High-Level Tax Strategy
Jack Williams
2 reviews
Jay and Shonda are great assets to our company. They have helped us in saving money on taxes and brings a wealth of knowledge to business strategy. We are glad to have them on our team and recommend Beyond Accounting & Tax.
Allie Vasquez
10 reviews
Jay and Shona are helping me get out of the world's biggest darkest hole! I can see the light!
Pamela Leggett-Robinson
4 reviews
Working with Shona has been the best investment for my business. I thought I was only obtaining an accounting professional. However, she provides so much more. She is knowledgeable, thoughtful and patient. She pushes you to be a better business person.
David D. Simons
6 reviews · 2 photos
If you’re looking for a tax professional and expert that understands not only how to leverage tax codes but give you sound advice and practical wisdom then look no further than Beyond Accounting and Tax. Shona is a blessing and highly recommend working with her! Your business will thank you for it!
They go above and beyond
I use Beyond Accounting & Tax for my personal taxes and business accounting services. Shona and Mileen are always very professional. They go above and beyond by offering valuable information that help maximize my tax deductions and credits. I highly recommend Beyond Accounting & Tax !!!!
Janelle Jeffers
game changer
Shona's expertise in tax and accounting is great! However her expertise mixed with her passion for business owners is next level. Her ability to help accountants in business navigate how to price and scale their businesses is second to none. Working with her is a game changer.
Jay Moore - The Healthy Accountant
Amazing work
Amazing work and she is has so much patience. Work with her!
The Fit Fine Flawless
amazing
Shona is amazing as a mentor … I have attended a number of her trainings on a VIP ticket and the nuggets I have taken away have made a difference in my practice. Looking forward to continued mentorship!
Kimberliann Chambers
great experience
I had a great experience with Beyond Accounting & Tax from the initial contact to the expertise shared with me on my financial stability journey. Looking forward to learning more about sound financial practices.
Merald Holloway
SUPERB Firm
Beyond Accounting & Tax is a superb firm. They always are exacting in their work, thoughtful in their solutions and have their client's best interests in mind. I would definitely use Beyond Accounting & Tax anytime I need the services that they provide.
Cyndi Shanahan
Amazing!
Shona & Mileen are AMAZING! I have been working with them about a year now. They have given me such a peace of mind as it relates to my personal and business taxes and all my accounting needs. I highly recommend them for any size business and even for personal accounting as well.
Mimi Sneed
They are nice
I had Shona taking a look into my tax situation and we eventually came to disagree on a few things, I think it is very important for people to know that if a customer is not satisfied completely, that the company will make right. We agreed on a fair price for a return considering Beyond Accounting did spend resources and time on my account while they were contracted. They are nice, civil individuals.
Wes Smith
highly recommended!
I have enjoyed the past two tax seasons working with Shona and her team! They have been completing returns for several non-profit small business clients for our management firm and I have found them to be professional, knowledgeable, thorough and patient. They have implemented some great tools like their portal and task management system that make it easy for the client to submit and keep track of the process. Highly recommended!
Samantha Negrete
responsiveness
Beyond Accounting is sensitive to the needs of its client. They collaborate with your organization enabling you to focus on your core mission, making an impact in the community while helping you achieve your organizational goals.
Michele Jones
highly responsive
I have worked with Beyond Accounting & Tax for the past two tax periods and I am extremely satisfied. They are highly responsive, knowledgeable , and customer-centric. I highly recommend to anyone looking for superior CPAs.
Givon Forbes
She was Knowledgeable
I am so grateful to have come across Shona and Beyond Accounting & Tax. I was in desperate need of tax services after my CPA was taken out of commission due to unforeseen personal circumstances. I have a fairly new business and my CPA was the only person I had ever worked with so changing was not something I was looking forward to. However, after my consultation with Shona, I was sold. She was knowledgeable, asked several questions, was engaging and personable. I decided right then to use her services for my taxes. The process was straightforward and easy. I am grateful for Beyond Accounting & Tax for making this transition for me seamless.
Conkay Investments, LLC
Highest level of integrity
Beyond Accounting has the highest level of integrity, and a clear focus on the welfare of their clients. As a small business, it's important to have company finances in order so that the company is able to pivot and take advantage of various changes in your industry. Beyond Accounting has a special gift of steering small businesses in the right direction toward growth and connecting us with lending and financing partners that best fit our needs. Their team is responsive, and the work product is extremely professional. Their knowledge of the latest tax updates and changes is second to none and we cannot recommend Beyond Accounting enough!
Niketa A
Great to work with
They were great to work with. Very professional and good at problem solving.
LaMichelle Hecht
The best!
Very professional and trustworthy! I would definitely recommend Mileen to all my friends and colleagues! She’s THE BEST!
Jami Pieternelle
wonderful team
Trustworthy, professional, and kindhearted! I highly recommend this wonderful team.
T.
Amazing
Shona is professional and amazing to work with. I higher recommend working with her.
Dalia Fogenay
Why Choose Beyond Freedom Financial for High-Level Tax Strategy?
Discover Our Unique Approach to High-Level Tax Strategy
Unlike traditional tax services, Beyond Freedom Financial’s tax strategies are proactive and customized to your unique situation, goals, and industry. We’re here to help you keep more of what you’ve earned.
Holistic Financial Planning
Align tax strategy with your broader financial goals, supporting growth and sustainability.
Proactive Tax Savings
Experience forward-thinking tax planning, customized and implemented before tax season for maximum benefit.
Expert Insight
Gain access to specialized, industry-specific tax strategies designed to maximize every possible saving.
Ready to Unlock Your Full Tax Savings Potential?
Unlock the full potential of your earnings with proactive tax strategies tailored to minimize burdens and maximize growth.
Frequently Asked Questions
How soon will I see tax savings?
While results vary, many clients see a reduction in tax liabilities within the first year. Our proactive approach ensures we’re maximizing every possible saving from the start.
What’s the difference between tax preparation and tax strategy?
Tax preparation focuses on filing for compliance, while tax strategy is a forward-thinking approach aimed at reducing your tax liabilities before tax season begins. It’s about optimizing opportunities rather than just meeting requirements.
How does this service fit with my business’s growth goals?
Our tax strategy is tailored to support your growth by freeing up resources to reinvest into your business.
How do you customize tax strategies for different industries?
We start by understanding the unique aspects of your industry, including specific deductions, credits, and regulations. This allows us to tailor a tax strategy that maximizes savings and aligns with your business’s needs.
Will I need to change my business structure to benefit from tax strategies?
In some cases, a restructuring may be recommended for significant tax benefits, but only if it aligns with your long-term goals. Our team will guide you through any adjustments for both immediate savings and strategic growth.
How does ongoing tax strategy differ from a one-time consultation?
Ongoing tax strategy includes regular check-ins, continuous adjustments, and updates as tax laws change or your business evolves, ensuring you always benefit from the latest savings opportunities.
Can proactive tax strategy reduce my risk of audits?
Yes, our proactive approach emphasizes compliance and accurate planning, which can help minimize red flags that could trigger an audit, while maximizing allowable deductions within legal boundaries.
What industries benefit most from high-level tax strategy?
Our high-level tax strategy benefits a range of industries, including consulting, tech, healthcare, and more. Each strategy is uniquely tailored to industry-specific deductions and opportunities, ensuring the highest possible savings.
