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HELP! I NEED ADVANCED TAX ADVICE FOR MY BURGEONING BUSINESS

HELP! I NEED ADVANCED TAX ADVICE FOR MY BURGEONING BUSINESS

By:

Mark Perlberg

Published:

November 17, 2023

Updated:

October 14, 2026

1 min read

When to Upgrade to an Advanced Accountant

It’s common to find yourself and your business facing more complicated taxes as yougrow or purchase a business, open it to investors or change your business model. Chances are you have not had time to do your own returns for some time, and if you are acquiring rental properties or other assets, it’s time to invest in a Tax Strategist—it could be the smartest investment you ever make.

A good tax strategist can legally save you far more on taxes than the cost of his or her services through long term planning and introducing you to methods you are not even aware of. This might include:

Key Takeaway
You don't have to choose between your financial goals. Start by taking advantage of available employer benefits, then balance your remaining savings between short-term priorities and long-term financial growth. Keep money needed in the near term in an appropriate low-risk option, and consider the tax implications before using long-term savings.
  • How your investments are taxed,
  • The best tax situation for buying or selling your home
  • Is it time to become an LLC
  • Tax structures for different types of partnerships
  • Local and state tax opportunities
  • Green energy incentives

It’s important to note that not all tax advisors offer all tax-related services and you should find the practice that best suits your needs. As your business grows, it’s also important to connect with someone who works with you year-round. Don’t be afraid to ask a prospective tax strategist or adviser to outline a complete menu of their services. As in business, due diligence is imperative.

Baffled by the bounty of options available to you?We welcome you to take advantage of a free discovery session by visiting New Client Application or https://calendly.com/d/46r-49m-93k/10-minute-intro-call.

About the author

Mark Perlberg

Certified Tax Planner

Mark Perlberg is a CPA, Certified Tax Planner, and specializes in helping real estate investors and entrepreneurs achieve their financial goals through strategic tax planning. He has been a CPA since 2015, and since 2019, has served hundreds of entrepreneurs to create tax plans with savings as high as $2.5 Million in a single year through advanced planning methods. Mark and his team collaborate closely with clients to understand their unique goals and circumstances, evaluating all sources of past, present, and future financial events to guide them toward the most advantageous business and financial decisions. Originally from New York and now based in Atlanta, Mark is also a passionate foodie and a world traveler.

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