Save tens of thousands of dollars a year - simply by correctly playing the tax game.

To do that, you need a plan.

Tax Planning

Planning is the key to successfully and legally reducing your tax liability, which is why we go far beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

It’s like having a separate, tax savvy brain that understands your priorities and thinks for you – doesn’t that sound lovely?

The result is that businesses and individuals pay the lowest amount of taxes allowable by law because we continually look for ways to minimize your taxes throughout the year – not just at the end of it (when it’s usually too late).

We recommend Tax Saving Strategies that help you…

Grow and preserve assets by keeping Uncle Sam out of your pockets.

Defer income so you can keep your money now and pay less taxes later.

Reduce taxes on your income so you keep more of what you make.

Reduce taxes on your gifts so you can give more.

Reduce taxes on your investments so you can grow your wealth faster.

Reduce taxes on your retirement distributions so you can retire in style.

Here’s just a few of the Tax Saving Strategies we use…

  • Review your entity selection to be sure you are in the correct type of entity for your business so you’re not overpaying.
  • Review your salary to be sure you’re paying yourself the correct amount and not paying unnecessary payroll taxes that could be otherwise avoided.
  • Deferring tax liabilities through certain investment choices such as pension plans, contributions, and other similar plans.