Tax Planning

We offer tax planning services to ensure tax season won’t come as a surprise next time! We want to help make compliance achievable.

Because planning is the key to success, we offer monthly, quarterly, and semi-annual tax planning sessions. We aim to maximize your after-tax income by continually looking for ways to reduce your tax liability. We do not wait until the end of the year; instead we proactively recommend solutions throughout the entire year. By annualizing pay stubs and/or projecting business income and expenses for self-employed tax payers, we are able to forecast income. We take into account bonuses, caps on social security, and employer benefits. By coordinating with you and your financial goals, we will then strategize estimated tax payments and include recommended suggestions to increase your after tax-income.