Tax Planning

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax-saving strategies to maximize your after-tax income.

We make it a priority to enhance our mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars.

Our clients pay the lowest amount of taxes allowable by law because we continually look for ways to minimize your taxes throughout the year, not just at the end of the year.

We recommend Tax Saving Strategies that help you...

• Grow and preserve assets.
• Defer income.
• Reduce taxes on your income.
• Reduce taxes on your investments.
• Reduce taxes on your retirement distributions.
• We will review to make sure your business is operating as the type of entity that will afford you the greatest tax advantages.

Here are just a few of the Tax Saving Strategies we use...

• Shifting income or expenses from one year to another in order to have them fall where they will be taxed at a lower rate.
• Finding retirement options that can help you now and in the future.
• Deferring tax liabilities through certain investment choices such as pension plans, contributions, and other similar plans.
• Using certain investments to produce income that is tax exempt from either federal or state or both taxing entities.

Remember, we work for you, not for the IRS. Many of our clients save many times the fee in reduced tax liability through careful planning and legitimate tax strategies.