Planning to help minimize your tax liability

Tax planning and tax forecasting services for individual and small business clients is a core competency for our clients. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.

When planning, we will look at your entire tax situation, not only your wages and withholding, including capital gains, sales & use tax, as well as gift taxes and any other tax that is applicable. We'll discuss strategies to save funds through legal business ventures, stock sales, contributions to retirement funds as well as gifts & estate/trust planning.

Preparation of estimated tax payment coupons or on-line payment methods is part of our services and we can estimated taxes for all 50 States.

Happy to discuss your tax planning - you can request an appointment using the button above.

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