REAL ESTATE INVESTORS
Mosaic Tax collaborates with investors to lower their tax burdens by providing innovative tax strategies, including Real Estate Professional Status, cost segregation studies, and various other approaches. Mosaic Tax provides customized tax-saving strategies, such as uncovering potential deductions, credits, and restructuring opportunities to lower taxable income. They also offer continuous tax planning and guidance throughout the year to ensure business owners comply with federal and state tax regulations, ultimately helping them save money and avoid penalties.
BUSINESS OWNERS
Mosaic Tax offers services for business owners that encompass a range of strategies designed to optimize tax efficiency and compliance. These services include assistance with entity selection, which is crucial for determining the most tax-efficient structure for a business, such as an LLC, S Corporation, or C Corporation. By selecting the appropriate entity type, business owners can take advantage of specific tax benefits and minimize liabilities. Additionally, Mosaic Tax, offers tailored tax-saving strategies, such as identifying potential deductions, credits, and restructuring opportunities to reduce taxable income while also providing year-round tax planning and advice to ensure that business owners remain compliant with federal and state tax laws, ultimately helping them save money and avoid penalties
ADVANCED TAX PLANNING
Our virtual family office (VFO) is a modern approach to wealth management that provides high-net-worth families with a range of services without the need for a physical office. Unlike traditional family offices, which typically require a dedicated in-house team and physical infrastructure, VFOs leverage technology and a network of independent professionals to deliver personalized services. These services can include investment management, tax planning, estate planning, philanthropic planning, and more, all coordinated virtually. This model allows for cost savings, flexibility, and scalability, making it accessible to families with varying levels of wealth and complex financial needs