Tax Planning

Tax planning is where we will advise you on strategic tax planning options which are available to you. For many businesses and individuals, tax planning is often an afterthought and something that is viewed as an “extra” service, when in reality, it is the first and most crucial step in preparing your tax return. Proper tax planning will eliminate any surprises that arise during tax preparation and help avoid the anxiety of whether you will receive a refund or owe more taxes. Many individuals who are either “W-2 wage earners” or self-employed have outside business investments or own rental real estate and often have specific circumstances that can be addressed before the calendar year-end to help minimize their respective tax liability. In some cases, this is the difference between a tax refund and a tax liability! Call us to learn more about the tax planning options which are available to you before it is too late.