Tax preparation and planning is extremely important when you’re trying to lower your overall tax liability. To be able to offer you the best strategies and advice possible, we stay up to date every year on current tax laws, the complex tax code, and new tax regulations by attending tax seminars frequently.

Some of the Tax Saving Strategies that we recommend to help you are:

• Reduce taxes on your retirement distributions so you can have more money for when you retire.
• Reduce taxes on your investments so you don’t have to pay the most taxes you could possibly pay.
• Advising on how to give gifts so that you can give more while reducing your taxes.
• Defer income so that you can save your money now and pay less taxes later.
• Reduce taxes on your income so that you can keep more of what you make.

Some of the Tax Saving that we use are:

• Splitting income between business entities or family members to get more of your income in a lower tax bracket.
• Spreading income or expenses over several years to make sure they’re recognized when your taxed at a lower rate.
• Using certain investments that makeup income along with being tax exempt from the federal, state, or both entities.
• Finding tax deductions by setting aside your money to help you be able to do the things that you’d like to be able to do.

We’re here to help you in anyway that we can!