Tax Planning

Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. 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 we do tax planning we usually look into a couple of different aspects of the business such as accounting, and taxes. We also look into deductions that should be taken, the legal entity structure most CPAs don't recommend, the 2 retirement strategies even solid financial advisors miss, multiple tax savings strategies only those who have the right information take advantage  We offer QuickBooks online accounting services bundled with corporate tax returns because if we implement everything we know about the new tax laws we can make things flow smoothly in your favor.