TAX ADVISORY SERVICES
Tax planning isn't just about creating a strategy; it's putting it into action within legal boundaries, maintaining its effectiveness, and ensuring it's accurately reflected in your tax return.
Tax Planning Services
We offer a comprehensive suite of Tax Planning Services designed to help you effectively manage your finances while ensuring compliance with ever-evolving tax regulations.
-
Tax Plan for the Current Year and Beyond
-
Deduction Review & Strategy Planning
-
Retirement Options to Save While Minimizing Taxes
-
Insurance Review to Protect Assets & Reduce Taxes
-
TCJA, FFCRA, CARES Review for Liability Minimization
-
IRS & Court Case References Support Positions
-
Quarterly Core Tax Planning & Implementation
-
Core Strategy Implementation
-
Quarterly Core Tax Planning & Implementation
-
Quarterly 1-on-1 Review Tax Position
-
Business Tax Preparation
-
Individual Tax Preparation
Tax Planning Approach
1.
Assessment:
We start by thoroughly evaluating your financial situation, including income, expenses, assets, and investments.
2.
Strategic Planning:
Based on our assessment, we develop a customized tax strategy designed to minimize your tax liability while aligning with your financial goals.
3.
Implementation:
Once the tax strategy is finalized, we work closely with you to put it into action. Some strategies may require minimal implementation, while others involve more complex steps and coordination with third parties.​
4.
Optimization:
Keeping up with the compliance to ensure the savings are defendable, and realized in the returns, is where tax planning gets finalized. This entails fundamental planning, the execution of strategic measures, and a comprehensive review of financial outcomes to facilitate accurate estimated payments.
5.
Preparation:
The preparation of the returns is the last stage of the process. During this stage, we calculate your actual tax liability, enabling us to make a direct comparison with what your tax payment would have been without the proactive tax planning we've implemented.