Planning is the key to successfully and legally reducing your tax liability.

I am available throughout the year to answer questions and/or meet with you to discuss/review tax saving strategies to help you maximize your after-tax income.  If you wait to do your "tax planning" when I'm preparing your tax return during tax season, it is is TOO LATE to do very much for the prior year's return.  The time to "tax plan" is NOW  and before year-end.

Please note, I make it a priority to enhance my mastery/knowledge of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars.  I take over 60+ hours of continuing education each year. 

I seek to keep my clients "updated" on recent tax law changes that may effect them by mailing out a  "quarterly" tax & business newsletter.  I also have my clients to sign up for my "monthly" email newsletter.  These newsletters are extremely important.  Often these newsletters generate questions and/or raise concerns that cause my clients to call me. 

For my business clients, I would like to think that I take a proactive approach to tax planning.  Each year, I mail out "year-end tax planning reminder cards" to my business clients in early November.  For those clients who take advantageous of this service, I can prepare a "quick & dirty" tax projection/estimate for them.  Clients have found this service extremely helpful since it esimtates what their final tax liability might be in 3-4 months.  This service helps eliminate "unpleasant surprises" once I prepare my client's return and mail it out to them in March/April of the following year.  It also helps my business clients manage their "cash flow" requirements more that they don't spend Uncle Sam's money.    Face it.......Uncle Sam will get his share.   There are really "no magic bullets" to avoid paying income tax.  Tax avoidance is not an option.  Just remember, you want to pay the "least amount" of tax that you "rightfully owe" not one penny more

At year-end and throughout the year, I can assist you and 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 estate so your family keeps more of what you've made.
  • 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 that we can look at together.......

  • Splitting income among several family members or legal entities in order to get more of the income taxed in lower tax brackets.
  • Shifting income or expenses from one year to another in order to have them fall where it will be taxed at a lower tax rate.
  • Deferring tax liabilities through certain investment choices such as pension plans, contributions and other similar plans.
  • Using certain investments to produce income that is tax exempt from either federal or state or both taxing entities.
  • Finding tax deductions by structuring your money to pay for things you enjoy, such as a vacation home.
Remember, I work for you not for the IRS.  Many of my clients save many times over my tax preparation/planning/counsulting fee in reduced tax liability through careful planning and legitimate tax strategies.

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