Tax planning is an essential step toward lowering your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

It is our goal to stay on top of current tax laws/regulations by attending tax seminars throughout the year because we are committed to helping you lower your tax liability year round.

We suggest Tax Saving Strategies that assist you to...

• keep more of your money in your pocket today and pay less to Uncle Sam later.

• maintain and increase your assets by lowering your taxes.

• lower the taxes on your income so you can take home more.

• grow wealth by lowering taxes on your monthly investments.

• lower your retirement distribution tax so you can have more money to retire and still enjoy life.

We use the following Tax Saving Strategies...

• Shifting income/expenses from one year to another in order to have them fall where it will be taxed at a lower rate.

• Splitting income among several family members or legal entities in order to get more of the income taxed in lower bracket.

• Deferring tax liabilities through certain investment choices such as pension plans, contributions and other similar plans.

• Finding tax deductions by structuring your money to pay for things you enjoy.

If you'd like help with your Tax Planning, please call or complete the Request A Consultation form on the home page.