Are you paying more than $30,000 on taxes?
STOP now legally
Your path to a lower tax bill starts here. Stop overpaying and start implementing proactive, year-round strategies to optimize your financial position and grow your wealth.
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Who We Help
Our services are designed for those who want to move beyond basic tax preparation. We provide tailored, advanced strategies to meet your specific needs.
Construction Business Owners
Optimizing Your Business Structure
We help you maximize deductions and structure your business for optimal tax efficiency. From S-Corp elections to retirement plan contributions, we ensure every aspect of your business finances is working to your advantage, reducing your overall tax burden.
Real Estate Investors
Navigating Complex Real Estate Tax Law
Real estate provides unique tax advantages, but the laws are complex. We help you navigate depreciation, cost segregation studies, 1031 exchanges, and passive activity loss rules to ensure you're getting the maximum benefit from your investments.
High-Net-Worth Individuals
Preserving and Growing Your Wealth
For high-net-worth individuals, tax strategy is crucial for wealth preservation. We develop personalized plans that incorporate estate planning, trust services, and investment tax strategies to protect your assets and ensure a lasting legacy for future generations.
Our Proven 4-Step Process
We make sophisticated tax strategy straightforward and accessible. Our process is designed to give you clarity and confidence at every step.
Discovery Call
A no-obligation call to understand your goals and financial situation.
Strategic Planning
We build a customized tax plan designed to minimize your liability.
Implementation
We guide you through executing the strategies properly.
Ongoing Support
Year-round partnership to adjust your plan as life changes.
Visualize Your Savings
This is a hypothetical scenario to illustrate the power of strategic planning. Actual savings vary based on individual circumstances.
What Our Clients Say
We have been extremely happy with Balance Your Books and Purvi. We have found that they are very polite, professional, knowledgeable, very easy to work with, and do what they say they will do. We had a difficult and complicated situation before engaging Purvi. She was very responsive and supportive and jumped right in, helping us work through all the issues that other bookeepers we talked with were unable or unwilling to help us with. A great bookeeing service like this makes it so much easier to manage our business, we will definately be staying with her for the long term.
Steve Bercovici
I have been working with Purvi from Balance your books for the last few months and my experience is so far superb!! Purvi is a real pleasure to work with , very knowledgeable and professional ! She is not only helping manage my accounts, but also supporting and helping in many other ways to help me promote my business and be successful ! It is really like working with a friend!
Abdul Khayat
Great book keeping service. Purvi is very helpful and considerate. She helped us in setting up our books from start. For new business we had lot of questions and Purvi answered all of them patiently. She always able to accommodate appointment whenever we have questions very promptly.
I highly recommended her for book keeping and accounts services. She is very knowledgeable in her work.
Monica Patel
Purvi Shah at Balance Your Books LLC has been a lifesaver for a my family member's business that had found itself behind on their bookkeeping. She took on a huge project covering multiple years, with a lot unknown and incomplete. She worked with a novice ( me ) in the area of business operations in order to get this business' books back on track. She has been extremely thorough, professional, quick moving, organized, communicative and most of all, very kind helping me work through all of these challenges. I cannot recommend Purvi and Balance Your Books LLC enough. Reach out, you won't regret it.
Chrissy Stripling
Why Purvi?
Journey
Purvi Shah is an enrolled agent, accountant, and the founder and CEO of Tax Strategies USA. With over 20 years of experience, she has dedicated her career to helping small and medium-sized business owners save money on their taxes. Purvi's journey is deeply personal. She understands the challenges of running a business firsthand, as she once owned a sandwich shop. This experience taught her about the daily struggles and the rewarding feeling of building a business from the ground up. This unique perspective fuels her mission to empower other entrepreneurs.
Accomplishments
Throughout her career, Purvi has helped many business owners save tens of thousands of dollars on taxes. Her greatest accomplishment is seeing her clients use that extra money to grow their businesses or invest in their future.
Mission
Purvi Shah's mission is to help business owners legally keep more of their hard-earned money. She is passionate about making entrepreneurs aware of all the legal deductions and strategies available to them, ensuring they never overpay in taxes again. Her goal is to give business owners the financial freedom they need to succeed.
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Ready to Build a Smarter Tax Strategy?
Your first step towards significant tax savings is just a conversation away. Schedule your free, no-obligation consultation today and discover what's possible.
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