Tax planning is important for individuals and business owners who want to avoid paying more in taxes than is necessary. Tax planning is most effective when you work with an experienced professional who not only explains the options available to you, but one who takes the time to understand your short- and long-term goals. We’ll work with you to define a plan and implement strategies designed to help you to minimize their overall tax burden and avoid surprises.
We not only offer advice before you make financial decisions, but ongoing tax planning support to help you stay compliant with tax laws as they change.
Strategic Tax Planning
Financial decisions often have tax implications. As your tax advisor we’ll manage your effective tax rate to keep taxes low so more profits head towards your bottom line.
Alternative Minimum Tax Planning
We offer alternative minimum tax planning to deal effectively with this tax and can prepare the necessary paperwork to determine if you owe Alternative Minimum Tax.
Multi-State Tax Planning
Businesses that operate across multiple states are prone to a number of complicated tax issues. We’ll make sure you’re in compliance with all State and Federal tax regulations.
Creating an estate plan that will preserve your assets for the next generation is important no matter what stage you’re at in life. Our estate tax planning solutions are designed to line up with your personal priorities.
Preserve the continuity of your business and address important concerns ahead of time with a business succession plan. We’ll develop a plan that ensures your business will avoid tax issues when being transferred to your beneficiaries.
Non-Profit Tax Planning
Keeping up with reporting requirements and your tax exempt status is very important for non-profits. We understand the tax laws governing these types of organizations and will make sure you stay in compliance with current tax legislation.