Many people feel that their tax bill is too high (ours is too!). Fortunately, balances due can be mitigated with careful planning. That’s where we come in. There is more to tax preparation than simply filling out forms at tax time. It’s also about understanding our clients’ needs and helping them plan for a secure future. We can provide you with income tax projections that include tax planning strategies. Our goal is to help you identify opportunities that may be available to you to minimize your tax liability.

 Our Process

1. First, we discuss your financial goals as they relate to taxes.
2. Next, we analyze and discuss your current tax situation.
3. Finally, we build out a custom plan with as many variables as you desire.

 
Common Variables

• The tax impact of a specified windfall or inheritance
• The tax impact of children no longer qualifying as dependents
• The tax impact of specified retirement distributions
• The tax impact of selling capital assets or cryptocurrency
• The tax impact of selling a rental home or property

If you are looking for a financial advisor to help you execute your plan, we maintain relationships with trusted providers who can assist with investments, retirement accounts, etc.

Tax Planning/Projection packages start with two variables, but they can be expanded to include unlimited variables. Once completed, your finished product will include a comprehensive report explaining your results and a “Tax Planner” tax return for each variable so that you can easily see how the inputs impact a potential tax return.

If you feel like too much of your hard-earned money goes straight to the IRS instead of your bank account, then consider tax planning!