Custom Tax Planning For Optometrists
Caprock Financial, through a strategic relationship with Capital Preservation Services (CPS), has helped numerous optometrists who own their own practices dramatically and positively impact his or her bottom line with an average of $60,000 in tax savings as well as assist our clients in the optometric profession grow their practices through efficient marketing plans.

How we can help
Capital Preservation Services’ tax savings strategies are custom designed by seasoned and highly skilled tax attorneys for those in the optometric profession. CPS tax planning strategies are not designed around contributing to a qualified retirement plan, purchasing equipment before year end, or buying an annuity. Through proper corporate structuring, CPS tax attorneys and tax professionals can legally reduce your tax liability. A CPS customized tax plan reduces the average client’s tax rate to 15-20% of income.

CPS provides an Audit Defense Plan to protect clients from potential penalties. For clients in the optometric profession, CPS also assist in practice transitioning, business succession planning, and asset protection planning to complement your CPS tax plan.