Tax Planning

Do you feel like you are paying the IRS too much and that there must be something else you can do to reduce your taxable liability? If so, we can help! Just because you are a W-2 earner does not mean that you do not have options. This service begins with a phone call that allows us to gather all your critical information as well as your financial goals. We then introduce you to a financial advisor if you are not already working with one to ensure that your investment accounts are set up to obtain the maximum tax benefit. A plan crafted to reach your financial desires while reducing your tax liability for the next 5 years is then completed for you. This is then reviewed with you so that it can be implemented. 

Should you be on payroll? What other things can you write off? As a business owner you are told that you can write so many things off, but you do not want to be in trouble with the IRS. This service begins with a phone call allowing us to gather critical information about you and your business as well as learn your financial goals. We introduce you to a financial advisor if you are not already working with one to ensure that we are getting you the optimal tax benefits over the next 5 years and that you have access to the best investment options. We also do a review of your entity type and give suggestions on whether you should change. A plan crafted specific to your desires is completed and reviewed with you. You will also have 4 quarterly 1-hr tax planning sessions with us for one year to make sure that your business is staying on track to reach optimal results with your tax plan.

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