Tax Planning

Here's just a few of the Tax Saving Strategies we use...

  • 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 or 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 the fee in reduced tax liability through careful planning and legitimate tax strategies.

We work with a small, select network of financial advisors who we trust and to whom we refer our business. Please do not hesitate to contact us if you are looking for a solid financial planner who can advise you on your investment decisions.

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

We make it a priority to enhance our mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars.

Businesses and individuals pay the lowest amount of taxes allowable by law because we continually look for ways to minimize your taxes throughout the year, not just at the end of the year.

We recommend Tax Saving Strategies that help you...

  • 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.

    You worked tirelessly taking me through a very difficult audit; then, pieced together the accounting puzzle my former business partner left behind. I would not have been able to continue operating my insurance agency without you.    

— Bill Evans, CLU, ChFC

More client testimonials

Thinking About Hiring a CPA?

If you have a business, you should have a CPA. The same is true if you have an investment portfolio of stocks or real estate. If you fall into either of those categories, the answer to "Do I need a CPA?" is Yes! Deciding which CPA to hire is a little harder to answer. Here are some questions to help you find the CPA that is right for you....

Click here to read more