Personal Tax Planning

Your Personal Tax Planning Expert

Tax planning is not a strategy reserved solely for businesses. We take tax planning personally… literally. Each of our clients is different and unique, and because of that, so is our service. We tailor our approach to match your individual tax and financial goals, and we do so by a single simple premise: getting to know you. From the initial evaluation to creating financial strategies for future tax years, we examine all aspects of your personal finances to help you achieve whatever financial goals you may have.

What Our Tax Planning Involves

The first step in personal tax planning is to examine your income and devise a plan to lower your taxes. The key is to do this prior to any tax return, so you can not only reap the benefits on that year’s return, but also on future returns.

Once we’ve established a strategy for lowering your taxes, we can begin to explore other money-saving means. For instance, individuals who generate income from real estate can potentially reduce their adjusted gross income by 50 percent. And that’s merely one example. Imagine what you could be missing out on.

Additional Tax Services We Handle

We pride ourselves on offering an array of tax services for both individuals and businesses. From the personal perspective, in addition to tax preparation, we also address a variety of tax problems, offer financial planning and estate planning. Boasting a vast and in-depth knowledge of everything tax- and finance-related, we have the capacity to address most any financial aspect in order to save you money in both the short- and long-term. And because our services are tailored to your specific income and financial portfolio, we help you save and make money on your terms and on your timeline.

Tax Preparation

There’s more to tax preparation than simply inputting your income and waiting for a refund check. To truly get the most out of your taxes, it requires the guidance of a true tax expert. Let us navigate the small details that most overlook, but can save you big money.

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Tax Problems

Accounting mistakes are commonplace in the business world and wreak havoc on taxes. A simple misplaced number or decimal point can alter the course of a financial plan. We can find and solve these problems so your taxes and life are as error-free as possible.

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