Tax Planning

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.  We make it a priority to enhance our mastery of the current tax law, tax code, and new tax regulations by attending frequent tax seminars.  Our clients pay the lowest amount of taxes allowable by law because we continually look for ways to minimize your taxes throughout the year, not just at the end of the year.

We recommend tax saving strategies that will help:

  • defer income to postpone paying taxes.
  • reduce taxes on income so you keep more of what you make.
  • reduce estate taxes so your heirs keep more of what they inherit.
  • reduce taxes on gifts so you can give more.
  • reduce taxes on investment income so you can grow your wealth faster.
  • reduce taxes on retirement distributions.


Here are a few of the tax saving strategies we use:

  • Splitting income among several family members or legal entities in order to get more of the income taxed in a lower bracket.
  • Shifting income or expenses from one year to another in order to have them fall where it will be taxed at a lower rate.
  • Deferring tax liabilities through certain investment choices such as pension plans, contributions and other similar plans.
  • Using certain investments to produce income that is tax exempt from either federal or state or both taxing entities.
  • Finding tax deductions by structuring your money to pay for things you enjoy, such as a vacation home.

If you'd like to receive more information about our Tax Planning Service, please complete this form.

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