Tax Planning

As an optional service, we offer to our individuals tax planning services. You may ask yourself “What is tax planning?” and “Is there a benefit to add this service?” The answer is yes. Tax planning is usually done on an annual basis. Often, tax planning can involve multiple tax years to obtain optimum results. Making simple adjustments during the year can save hundreds, if not thousands, of dollars. Once the year is over, there is very little that can be done to lower your tax liability. Our expertise, experience, and thorough research allow us to optimize tax planning opportunities to be found in existing and newly written tax laws.