Tax Planning

Start Planning Your Financial Future Today

As your trusted advisors, we evaluate your individual tax situation and guide you through any tax challenges that develop. Our goal is to minimize your tax liability so that you can keep more of your hard-earned money.

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It's also our job to stay up-to-date on current federal and state tax laws through continuing education and we use our in-depth knowledge of tax codes when we prepare your individual tax returns -- so you don’t miss out on any tax credits and deductions that you are entitled to take.

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If Financial Success Is Your Goal, We Are Here to Help!

There is more to preparing your taxes than simply filling out forms at tax time. It's also about understanding our clients’ needs and helping them plan for a secure future.

Here’s how we do it:

• Based on careful analysis of your tax situation we make sure you take every tax credit and deduction you deserve on your tax return.

• We help you set up a record keeping system that meets IRS requirements.

• We work with you all year long--not just at tax time to develop tax planning strategies that lower your tax bill.

• We review and adjust your paycheck withholding so that it accurately reflects your tax situation and lets you keep more of your money (why give the IRS a free loan?).

• We help you understand how to defer tax liabilities through pension plans, retirement contributions, and similar plans.

• We make sure you take advantage of certain investments to produce tax-exempt income (federal or state or both).

 

Ready to Take the Next Step?

If you feel like too much of your hard-earned money goes straight to the IRS instead of your bank account, then we can help.