Tax Planning & Preparation
A professional tax planner will eliminate errors or misstatements that tend to happen due to a lack of experience or a misunderstanding of the tax process. Good tax planning is about more than just preparing an annual tax return. It’s a time-consuming process that requires a high level of knowledge in federal, state, and local tax law.
Our team of professionals can prepare federal and state income tax returns for individuals and businesses, not-for-profit organizations, estates, and trusts. Get tax saving strategies to minimize your tax burden.
1. Tax Planning & Preparation is the analysis of finances from a tax perspective, to ensure maximum tax efficiency.
2. Considerations of tax Planning & Preparation include timing of income, size, the timing of purchases, and planning for expenditures.
3. Tax Planning & Preparation strategies can include saving for retirement in an IRA or engaging in tax gain-loss harvesting.