Tax Planning

Our firm offers year-round tax planning and will work closely with you to help you achieve your financial goals. We continuously monitor federal, state and local tax law changes to allow our clients to minimize current and future tax liabilities.

We want to give you peace of mind.  We will keep you informed of tax revisions and tax-saving strategies to help save you money.  We understand planning and providing a sound future for your family is an important goal to maintain.  We will provide you with all of the possible tax credits and deductions, allowing you to comfortably plan for college educations, travel, and most important, a stable, profitable and well deserved retirement.

Some of the reasons why you should review your taxes before year end:

• Are you worried about your tax situation?
• Has your business shown increased profits that are more than expected from last year?
• Do you want to review your tax estimates?
• Would you like to take advantage of some of the tax strategies available?
• Are you considering a major purchase before year end? (Such as an automobile or equipment.)
• Have you sold property or stock and realized substantial gains or losses?
• Have you changed your form of entity?
• Have you started a new business?

If you would like to schedule a tax planning meeting, please Contact Us.