Tax Planning and Consulting Services prior to Tax Preparation

  WHAT IS TAX PLANNING?

Tax Planning involves evaluating the tax consequences of financial decisions and developing an action plan to achieve our clients' goals while minimizing their  tax liability under the current regulation laws before tax preparation.

WHO NEEDS TAX PLANNING?

From Business Asset acquisition to cashing out a college savings plan, from selling a vacation home to starting a rental venture, any transaction, whether or not it involves money, can have an impact on tax liability for the year. Understanding the tax implication of a transaction before it occurs not only helps our clients with year-end tax liability management, but in achieving their long-term financial goals.

- Retirement

- Real Estate transactions 

- College savings plans

- Capital asset purchases and dispositions

- Timing of transactions

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