Tax Planning

Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning. We provide accurate tax planning to help individuals understand how taxes plays a role in their personal financial success. We help individuals see the importance of tax minimization and strategic planning in understanding what options you have available to reduce your tax burden.


Lets say you have an employee who is consistently paying in $5,000 a year to federal taxes. Due to his tax situation, that is his tax liability and there isnt much he can do about it as he has no other deductions. This is what is commonly thought but is incorrect. We can show that individual how to maximize new deductions and strategies to maybe keep an additional $2,500 in his pocket throughout the year without owing! For those that thought this applied to businesses, they are definitely right also. Most business owners do not understand all of the deductions they have at their disposal and leave money on the table due to this lack of knowledge, or to their tax preparer's lack of knowledge. Education and strategies are keys to personal financial success and effective tax management. 


Take advantage of our new Year Round Planning program to maximize access and strategic planning from our firm. You may have goals for improving business record keeping, maximizing deductions, and overall personal financial success. We will help craft a plan to help you hit your goals and stay on track throughout the year. You will also have access to our firm for questions without worrying about being sent a bill. Year Round planning allows us to partner together to help you hit your goals and become an accountability partner!