Tax Planning

An integral part of formulating a sound Financial Plan for you includes capturing an accurate look at your tax situation. We believe in tax reduction planning, not only tax preparation.

April 15th is the tax-filing deadline, but tax planning begins January 1st of the previous year. We meet with you throughout the year and address issues that may have tax implications before year-end. This will allow us time to make adjustments to your tax plan to increase the efficiency of their overall income tax strategy.

If you currently utilize other tax professionals, we want to encourage any strong relationships that you have already established. Our goal, in cases such as this, is to simply work jointly with your CPA’s or EA’s in avoiding the erosion of your hard earned money by taxes.

Tax Planning for you might include:

  • Federal Tax Preparation
  • State Tax Preparation
  • Estimated Tax Calculations
  • Retirement Plan Optimization
  • Tax Reduction Strategies
  • Small Business Start Up Consultation
  • W-4 Calculations
  • Mid-Year Tax Reviews