Medley Financial Services is dedicated to saving our clients the most money on taxes. As a Certified Tax Coach with special training in high net worth tax planning, our Tampa, FL CPA has years of experience creating personal tax solutions for business owners and high net worth individuals.
When you work with us, we'll deliver the roadmap to tax reduction: your proactive Tax Strategy. First, we’ll schedule a time to discuss your financial situation. Next, you’ll complete a brief questionnaire and provide the documentation we need to see the full scope of your finances. After exploring every avenue available to save you money on taxes, we deliver your tax strategy and help you implement your plan.
Our tax services are best suited for people making $250,000 or more so we typically work with:
Instead of fighting the system we show business owners how to take advantage of legal tax loopholes and deductions that dramatically reduce taxes.
Our proven methods for minimizing taxes enable doctors and dentists to pay the lowest amount of tax possible and increase personal wealth.
We empower individuals to decrease taxable income, minimize risk of an audit, and achieve long-term financial goals.
Whether you’re a sole proprietor or manage a large firm, taking advantage of our in-depth knowledge of law firm accounting will save you time, allowing you to increase billable hours and in turn, maximize profits.
We offer specialized real estate accounting and tax services for agents, developers, brokers and property managers to help you maximize profits in your real estate transactions.
Find out how a Certified Tax Coach can empower you to reach your financial goals! Schedule a free consultation to learn more about how we can create a customized Tax Strategy designed around your unique situation.