Within our financial planning process, we consider Tax Planning as one of the most important topics. Typically, Taxes will be one of the biggest expenses we will pay in our lifetime and sometimes even after we are gone. If we plan correctly, you may save substantial amount of taxes you’re your lifetime.
As a tax-focused financial planning firm, we put emphasis on using tax planning as a tool to help our clients build and preserve wealth.
Our Tax Planning service involves
We will ask for and review your tax returns to analyze any possible issues we may be discovering. We also gather the latest paystubs (individuals) or profit and loss statements (business owners) for Tax Projection (to estimate the current year’s tax liability).
Tax Planning ≠ Tax Preparation
Assessing your current tax situation for Short-Term Tax Savings opportunities & future Tax Planning.
Develop Tax Saving strategies.
Confirm execution of these strategies with our Tax Preparation & Filing team. Our Tax Preparation & Filing team will include our Accountant or your Accountant.
Discuss with you & execute through our Tax Preparation & Filing team.
Monitor for you and Report back progress to you.
Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid.