Tax Planning

If you own an existing business, we’ll develop tax planning techniques tailored to your industry with the goal of decreasing liabilities and directing more revenue towards your bottom line. For new business owners, we’ll determine which entity is the most advantageous option for tax savings, so you can pick the right structure when you incorporate.

Grow and preserve assets by keeping Uncle Sam 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 investments so you can grow your wealth faster.

Reduce taxes on your retirement distributions so you can retire in style.

Splitting income among several family members or legal entities in order to get more of the income taxed in lower brackets.

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, 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 our tax preparation fee in reduced tax liability through careful planning and legitimate tax strategies.