Who We Serve
Daniel P. Vigilante, CPA 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 Morris Plains, Morris Plains CPA firm has years of experience creating personal tax solutions for business owners and high net worth individuals.
Get Your Tax Plan
When you work with us, we’ll deliver the roadmap to tax reduction: your proactive Tax Plan. When you work with us, we’ll deliver the roadmap to reducing your taxes in the form of a proactive Tax Plan. 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 plan and help you implement your plan.
Our tax services are best suited for people making $250,000 or more so we typically work with:
Business Owners and Entrepreneurs
Instead of fighting the system we show business owners how to take advantage of legal tax loopholes and deductions that dramatically reduce taxes.
Doctors and Dentists
Our proven methods for minimizing taxes enable doctors and dentists to pay the lowest amount of tax possible and increase personal wealth.
High Net Worth Individuals
We empower individuals to decrease taxable income, minimize risk of an audit, and achieve long-term financial goals.
How to Get Your Tax Plan
At Daniel P. Vigilante, CPA, we specialize in designing tax planning strategies that are aimed at both your business and personal tax situation. As a Certified Tax Coach, we know how to leverage every available tax credit, deduction, and loophole to legally reduce your tax obligations and ensure you never pay one dollar more the U.S. tax code requires.
Working with our Morris Plains, NJ CPA firm is not only easy and convenient but it also makes financial sense. Are you ready to get your money-saving tax plan? Here’s how it works:
Meet Your Tax Coach
To get started, you’ll have a brief interview with your tax coach to learn about you and your financial and business goals. We’ll ask questions about your current situation and where you’d like to be down the road.
Complete a Tax Questionnaire
Next, you’ll complete a brief questionnaire to provide more detail about your investments and your business entities (S Corporation, LLC, Limited Partnership, etc.). We’ll also need copies of some of your past tax returns and any other information you can tell us about where your money goes.
Get Your Proactive Tax Plan
We’ll use all of this data to explore a variety of options to minimize and eliminate taxes for you and our research typically takes about two weeks to complete. We then incorporate all of these ideas into a comprehensive tax plan that we write-up and deliver to you. Your tax plan is presented in a way that’s easy to understand and interpret but, just to be sure you don’t miss anything, we schedule a follow-up call to answer any questions.
Put Your Tax Plan in Motion
We don’t drop your tax plan and run. We want to become your trusted advisor so we’ll be by your side to help you implement your tax plan and see big savings on your taxes. Our reliable financial guidance will help you grow your wealth, build your business, and meet your financial goals.
How to Pay Less in Taxes
Are you a small business owner that’s in pain from paying high taxes? If so, you’re not alone. American taxpayers overpay to a total of about one billion dollars every year according to the United States Government Accountability Office (GAO). Confusing tax forms, hidden deductions, and a tax code that never stops changing make it easy to overpay unless you work with a Certified Tax Coach. We specialize in reducing tax liabilities and will recommend the right strategies to lower your tax burden so you can hold on to more of your income.
Our methods, are legal, ethical, and can save thousands. Here’s what we recommend:
Work with the IRS, not against them.
Fighting the government is a battle you can’t win. Instead, legally reduce your taxes by making the tax laws work for you. As your Tax Coach, we’ll guide you on how to take advantage of the right government provisions and loopholes so you can keep more of your income and increase your personal wealth.
Look at how you make your money.
Wages are highly taxable. In fact, your earned salary is the highest taxed income around. U.S. tax laws are designed to favor people who make money through business and investments, not wages. So, another trick is to reduce what the government sees as your income, and we’ll show you how do it.
Stay on top of the changing tax laws.
The U.S. tax code is a grand and ever-changing maze of regulations. To avoid overpaying on your taxes you need a tax professional that keeps up with current tax laws and guidelines. A Certified Tax Coach like Daniel P. Vigilante, CPA tracks these updates, understands how they impact you, and knows how to stay one step ahead of the government to make sure you never overpay.
Be proactive about reducing your taxes.
Saving real money on your taxes doesn’t start in April. You must act now to get a proactive Tax Plan that will work for you all year long. The sooner you put a strategy into action, the more opportunities you’ll have to save money on your taxes this year.