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Tax Planning

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Income Tax Planning Services

Learn how the new tax law changes will affect you!

With the new tax law in place, proper tax planning is key. We go far beyond basic tax compliance by proactively recommending tax saving strategies to maximize your after-tax income.

We make it a priority to enhance our mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars.  The new tax law, signed into law on December 22, 2017, will affect most taxpayers in 2018.

Businesses need to be aware of the 20% Qualified Business Income (QBI) deduction.  Individuals that itemize deductions need to be aware of the new standard deduction, removal of exemptions, and changes to what can be deducted. 

If you would like to be informed about your current tax situation and what you can do to improve it, schedule a tax planning session with us.

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Please note: There is a correction to Part 2.  The IRS published on February 21, 2018, that home equity lines of credit (HELOCs) are deductible if the proceeds are used to improve the home.  The limitation of $750,000 for acquisition debt still applies.

Tax Saving Strategies

Whether you need help with corporate or individual taxes, our tax saving strategies will help you...

  • Grow and preserve assets by keeping more of your hard earned money in your pockets.
  • Defer income so you can keep your money now and pay fewer 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 are just a few of the tax saving strategies we use...

  • Splitting income among several family members or legal entities in order to get more of the income taxed in lower bracket.
  • Shifting income or expenses from one year to another in order to have them fall where it will be taxed at a lower 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, we work for you not for the IRS. Many of our clients save many times the fee in reduced tax liability through careful planning and legitimate tax strategies.  

Schedule an appointment now >