"The proper avoidance of taxes is the only intellectual pursuit that still carries any reward."     

- John Maynard Keynes

"The hardest thing in the world to understand is the income tax."

- Albert Einstein

Effective tax planning is the key to ensuring that you minimize your tax liability.  The challenging part of our income tax system is not performing the routine calculations to figure how much tax you owe.  Effective tax planning helps you in the following three areas:

  • Earning as much nontaxable income as possible
  • Maximizing adjustments to income, deductions, and credits
  • Shifting income to other taxpayers and other tax years

You should consider taking advantage of our tax planning services if you have experienced any of the following:

  • change in marital status
  • change in number of dependents
  • change in salary or retirement income
  • purchase or sale of a home
  • starting a business of any type or size

In addition to the above listed changes, we can help you with tax planning related to the following situations:

  • Retirement- tax planning is essential for newly or soon to be retired individuals
  • Retirement Distributions- you need to understand the tax consequences of the various distribution options available
  • Individual Retirement Accounts- we can help you understand the benefits of the Traditional IRA, Roth IRA and Education IRA
  • Estate Taxes- tax planning is critical to ensuring your heirs benefit from your estate rather than the government

Contact us to find out how we can prepare a customized Personal Tax Plan for you! The potential savings are too significant not to explore.

Important Tax Planning Information for Small Businesses

If you’re like most business owners, you waste thousands of dollars every year in taxes you don’t need to pay.

 

You need to know how to take the proper proactive tax planning steps to ensure that you avoid the ten most common tax planning mistakes made by small business owners. We can help you find the mistakes and missed opportunities that may be costing you thousands of dollars in taxes now – give you a plan for rescuing those wasted dollars – and position you to respond to the coming tax changes. We guarantee you’ll learn new information and ideas, or we'll donate $25 in your name to your favorite charity.  If you’re serious about saving money on taxes this should be a very easy decision.  

         

Contact us today to make an appointment to discuss these strategies and more.

  • The single most expensive tax mistake of all

  • How to slash your audit risk (Fly under the IRS radar!)

  • The self-employment tax strategy that saved Sen. John Edwards $562,000

  • Retirement savings strategies for every business

  • How to make the most of meals, entertainment, and gifts

  • "Mileage allowance” mistakes that cost thousands! 

  • Write off your family medical bills as a business expense

  • How to deduct your kids’ private school and college tuition

Don't delay - contact us today!