Although we perform tax preparation and file your taxes, we feel as though more of your efforts need to be focused in tax planning. Tax preparation is not the same as tax planning. If you aren't tax planning before the tax preparation, there's a possibility that you could be creating a higher tax bill for yourself. Tax planning helps you take full advantage of your tax situation BEFORE you're required to file your taxes. We take your goals and plans and use strategies based on current tax laws to save you and your business time and money.

Tax planning incorporates:

  • Tax credits
  • Tax deductions
  • Tax deferrals
  • Tax exemptions
  • Tax rate reductions

Our tax planning is structured using tax law provisions to reduce your tax liability. Tax planning requires a skill to know when, why, and how to apply which tax break(s) to your specific situation. Is your type of income eligible to be exempt from taxation? Do you know what expenses qualify as deductions? Do you know what circumstances need to occur for such deductions and credits to be applied?

Individuals & Businesses can benefit from:

  • learning more about tax breaks
  • accountable plans
  • tax elections
  • and other tax-wise ways to run the business

The process will include a variety of steps that isn’t a one size fits all plan. We give you tailored strategies, positive solutions, flexible planning, and valuable ongoing coaching throughout the process.