Tax Planning & Advisory
Tax surprises are rarely good. Let us take some of the uncertainty out of your life with our tax planning and advisory services. By asking the right questions and keeping up with current legislative and regulatory developments, we can make sure you know what’s coming. Considering a big change? We can calculate the tax impact of different scenarios for you. Looking for ways to lower your tax burden? That’s what we do. We’ll analyze your unique situation and come up with some opportunities that you may not have considered. We’ll present options and lay out the potential tax cost or savings of each. Most importantly, we’re available to answer your questions year-round.
Tax Planning
Whether you are trying to plan for a big change this year or you just want some peace of mind knowing that you're setting aside enough, we can help. There are many interconnected considerations when trying to project tax liability. We'll build the formulas to annualize your income and withholding, calculate adjustments, deductions, and credits, and provide you with the results in a manner that you can understand.
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Send us an email or schedule an appointment close to year end, and we can help you plan for your federal, state, and local tax burden.
Tax Advisory
There is a lot of very bad tax advice circulating around social media these days. The IRS lists bad social media tax schemes among its Dirty Dozen tax scams that are adversely affecting taxpayers today. When you hear about 'secret tax loopholes' and 'zero tax strategies,' reach out, and let us help you separate the facts from the myths.
There are real tax savings strategies that many taxpayers don't know about, and we want to ensure our clients receive the best benefit from current taxpayer-favored guidance. We stay informed on the latest from Congress, the IRS, and the state Departments of Revenue. We'll tell you how the new laws affect you.
Let’s Work Together
Get in touch so we can start working together.