TAX PLANNING SERVICES

Our tax planning services are designed to save you hard-earned tax dollars. The tax planning strategies we create will save money for your business by decreasing expenses and increasing profitability. Our clients keep more of the revenue they generate

Individual Tax Planning

 

Minimize your tax liability. Let a member of our team provide preparation of your income tax projections. We also provide personalized Roth IRA conversion analysis.

 

We optimize your tax deductions by analyzing

 

  • Health care expenses
  • Business expenses
  • Investments
  • Mortgage interest
  • Loan interest
  • State taxes
  • Federal taxes
  • Charitable donations
  • Other investments

Business Tax Planning

 

Let us analyze your current and future tax needs so you can optimize your returns. Services include the preparation of projections, returns, and budgets.

 

We optimize your tax deductions by analyzing

 

  • Assets & liabilities
  • Depreciation
  • Business expenses
  • Any tax liability deferment
  • Payroll taxes
  • Cost of materials, goods, supplies, and services
  • Sources of tax exempt income
  • State taxes
  • Federal taxes
  • Loan, lease, or mortgage interest
  • Charitable donations
  • Any other investments you need tax information for

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