Tax Planning Services

Effective tax planning is the key to ensuring that you minimize your tax liability. Our goal is to collectively strategize to maximize your after-tax income. One mistake we make is not performing the routine calculations to figure how much tax we owe.  Effective tax planning helps you in the following areas:

  • Earning as much nontaxable income as possible
  • Maximizing adjustments to income, deductions, and credits
  • Grow and preserve your assets
  • Defer income to pay less taxes now and save more for later
  • Take advantage of annual gifting exemptions
  • Reduce a potential liability on your estate
  • Minimize investment taxes in order to allow compounding wealth.
  • Reduce taxes in your retirement 

You should consider taking advantage of our professional tax planning services if you have experienced any material change through out the year including, but not limited to:

  • change in marital status
  • change in number of dependents
  • change in salary or retirement income
  • purchase or sale of a home
  • starting a business of any type or size


Tax Planning for Businesses

Owning a small business is time consuming.  In order to get the most out of your money, you need to have effective tax strategies. There are many tax laws and tax breaks that small businesses miss and don’t take adequate advantage of. As your tax professional, we can help you locate, analyze and fix these mistakes.  Some of our money saving tips include:

  • Proactive tax planning to know how each major decision will effect your potential tax liability
  • Depreciation rules for small businesses and how to use them to your advantage
  • Help you better understand deductions dealing with the mileage allowance, meals, entertainment, gifts, etc..
  • Help you better understand your personal, employees or your family’s medical (and insurance) deductions and credits
  • Self-Employed tax savings strategies 
  • Retirement savings strategies for every type of business