Tax Planning

At the point a tax return is being prepared it is often too late to implement the type of tax strategies that could save you money. The best time to save money on your taxes is four to sixteen months before they are due, and this requires expert planning. I provide one-on-one pro-active tax counsel to meet your unique personal and business needs, whether it is year-end strategic planning to help minimize your tax liability; effective and timely structuring of your personal and business transactions; executive compensation or retirement planning.

Tax Preparation

Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.

Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional.

By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. I provide my individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include, but are not limited to:

• Tax planning and return processing for:
  • Individuals
  • Corporations
  • Partnerships
  • LLCs/LLPs