TAX PLANNING

When life changes, so do taxes.  Usually during these times the last thing on your mind is

trying to estimate taxes on your own.  It's daunting and frustrating.

 

It doesn't have to be this way and you don't have to try to do this on your own. 

Tax laws are complicated.  We can navigate you through it.

As Your Tax Experts We

STAY INFORMED

We work go the extra mile in taking continuing education classes and tapping into peer networks to stay up-to-date for you.

LOOK OUT FOR YOU

We keep an eye out for any deductions, credits, or strategies we think you might be eligible for so you save tax dollars.

TAKE THE GUESSWORK OUT

We take the stress out of things like calculating estimated payments.  You relax and let us do the worrying for you.

SUPPORT YOU BEYOND APRIL

We always have your back.  We don't just shut down on April 15th.  We're available year-round by email and phone when you need help.

I have assets such as a business or a rental property and I am interested in advanced tax reduction strategies.

There are several tax benefits to owning assets like businesses, rental properties, investment properties, stocks, etc.  Some of the more advanced benefits often go untapped because the laws are complicated and it takes time to research them.

We offer advanced TAX STRATEGY planning to help you leverage your assets to your best benefit in a three-phase project.  Phase 1 is the TAX PLAN.  We research and develop the strategies we think will be of the most benefit to you.  Phase 2 is Implementation and this is where we put the plan to work.  Phase 3 is Maintenance.  In Maintenance we make sure the plan continues to work for you and make adjustments as necessary to keep you on track.

The investment you make in our services will pay for itself with what you save in tax dollars.

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Strategies

Prices Vary
Schedule a free discovery session to see if you can save on taxes!

I will experience a change in my situation and need to know what that will do to my taxes.

Are you experiencing a personal change like retirement, a marriage, selling a house, or receiving an inheritance?  Or maybe you need to know how much you can take out of an IRA or whether or not to sell some stock?

Are you experiencing a business change like getting a new business vehicle, paying off a loan, or receiving a larger than normal contract?  Or maybe you need to know how much your business can contribute to your retirement  or whether or not you should take a shareholder distribution?

You need us to do a TAX FORECAST for you to estimate what your taxes will look like, offer advice,  and determine any adjustments to your withholding or tax payments.

Starts at $150
Price will vary based upon complexity of the forecast.

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Forecasts