Tax Planning

Tax Planning

When we sit with a potential tax planning client, we ask questions about deductions, legal entity structure, retirement, insurance and niche and advanced strategies to determine:  

  • How much did they overpay in taxes in the previous year? 
  • How much can we save them in taxes in the current year? 
  • How much can we save them every year going forward?

Related services

Tax Planning-Implementation

During the Tax Planning engagement, we present the client with anywhere from 1-25+ strategies depending on their …

$1,000.00
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Tax Preparation & Filing

From personal tax returns for individuals to tax preparation for small and mid-sized businesses, we have the …

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Business Succession Planning

Imagine your desk with someone else sitting at it. That person could be someone you have chosen, trained, and trust. …

Retirement Planning

The goal of a retirement plan is to provide security and peace of mind during your post-retirement years. It's …

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