Discover the list of services Homer can offer you.


Tax Strategies

We have found over the years that if you don’t have an effective tax strategy, you are going to pay higher taxes. Prior to bringing on any of our clients, we review their prior year’s tax returns to get to know them from “a tax point of view”. After completing our review we meet with the prospective client and layout a long-term tax strategy that will save them tax and help them build their wealth. Our strategies are not for this year or next year but for the long term for each client.

Tax Planning

Each year we like to meet with each of our clients on at least a quarterly basis to review their progress during the year. In these meetings, we will project our client’s tax liability based on what the current numbers tell us and plans the client has over the next few months. Clients that attend these meetings pay the lowest tax because we are being proactive and introduce recommendations on the options they have to further reduce tax. If a client waits till the year has ended then they have much fewer options available to reduce taxation.

Entity Formation

There have been a record number of Entity formations since the Tax Law change of 2018. With taxes on the rise, an Entity has many advantages for our clients. Deductions for Entities have been untouched by recent tax law changes. Entities provide our clients with asset protection and a proper structure for their business holdings. Entities offer more tax deductions than one would receive if they were an employee of a company. There is a big incentive for businesses to form Entities to hold their business assets.

Entity Creation Worksheet

Estate Planning

Estate planning is the process of designating who will receive your assets and handle your responsibilities after your death or incapacitation. One goal is to ensure beneficiaries receive assets in a way that minimizes estate tax, gift tax, income tax, and other taxes. Only one-third of Americans have an estate plan. An Estate plans to ensure your family and loved ones get what you intended for them to receive. Having an estate plan in place helps you avoid Probate which will take time and money to get through the court system. A proper Estate plan delivers your life gifts to your loved ones without costly court and attorney fees.

Accounting & Bookkeeping

Your accounting system is the foundation of a proper tax strategy. We see that many new clients don’t even have an accounting system in place or that the system they have does not capture all tax deductions. We follow, understand, and educate our clients on Internal Revenue Code 162. This code section covers which expenditures are tax-deductible. To ensure our clients get all of their tax deductions, we review all of their personal and business spending to determine if 100% of all tax deductions have been captured. We educate our clients on what is deductible. The IRS says that up to One Billion Dollars in tax deductions is missed each year by U.S. Taxpayers. We ensure your Accounting system captures every possible deduction.

Retirement Deductions

Retirement planning is a focal point of what we do for our clients. We recommend our clients fund their retirement accounts and get larger tax deductions rather than pay that money in the form of tax liability. We work with Actuaries who educate our clients on the best way to structure their retirement accounts. Our clients are the trustees of their retirement accounts rather than giving that role to a big institution. As a Trustee of your own retirement accounts, you have complete freedom to make investment decisions into any public or private investments rather than being locked into a Financial Institutions fund range and various rules that take away your freedom. You can still choose your key financial adviser from any institution, however, you are in control of your money.

Cost Segregation Studies

Cost Segregation is a commonly used strategic tax planning tool that allows companies and individuals who have constructed, purchased, expanded, or remodeled any kind of real estate to increase cash flow by accelerating depreciation deductions and deferring federal and state income taxes. When a property is purchased, not only does it include a building structure, but it also includes all of its interior and exterior components. On average, 20% to 40% of those components fall into tax categories that can be written off much quicker than the building structure. A Cost Segregation study dissects the construction cost or purchase price of the property that would otherwise be depreciated over 27 ½ or 39 years.

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