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Tax Planning

Start Planning Your Financial Future Today

Many people feel like their tax bill is too high. Maybe you do too. The good news is that it doesn’t have to be. When you work with an accounting firm like ours, we make your financial success a priority.

Here’s how we do it:

  • We strive to help you seek available tax credits and deductions you deserve on your tax return based on careful analysis of your tax situation.

  • We want to help you set up a recordkeeping system that meets IRS requirements.

  • We prefer to work with you during the year--not just at tax time to help develop tax planning strategies that might lower your tax bill.

  • We often show you how to adjust your paycheck withholding so that it accurately reflects your tax situation and lets you keep more of your money (why give the IRS a free loan?).

  • We help you understand how to defer tax liabilities through pension plans, retirement contributions and similar plans.

If financial success is your goal, we are here to help!

There's is more to preparing your taxes than simply filling out forms at tax time. It's also about understanding our clients’ needs and helping them plan for a secure future.

Planning is the key to successfully and legally reducing your tax liability. We strive to 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 and reading, reading, reading.

We want businesses and individuals to pay the lowest amount of taxes allowable by law which is why we continually try to look for ways to minimize your taxes throughout the year, not just at the end of the year.

We want to recommend Tax Saving Strategies that help you...

  • grow and preserve assets by keeping Uncle Sam and state officials out of your pockets.
  • defer income so you can keep your money now and pay less taxes later.
  • reduce taxes on your income so you keep more of what you make.
  • reduce taxes on your estate so your family keeps more of what you've made.
  • reduce taxes on your gifts so you can give more.
  • reduce taxes on your investments so you can grow your wealth faster.
  • reduce taxes on your retirement distributions so you can retire in style.

Here's just a few of the Tax Saving Strategies we often recommend when appropriate...

  • Splitting income among several family members or legal entities in order to get more of the income taxed in lower bracket.
  • Shifting income or expenses from one year to another in order to have them fall where it will be taxed at a lower rate.
  • 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.
  • Finding tax deductions by structuring your money to pay for things you enjoy, such as a vacation home.

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.

Ready to Take the Next Step?

If you feel like too much of your hard-earned money goes straight to the IRS instead of your bank account, then contact us today. Simply fill out the form below or give us a call. It's that easy!

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