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No matter what type of tax return
you are filing, planning is the key to successfully and legally reducing your
tax liability.
- As we prepare your return, we will not only be
looking for suggestions and strategies that can save you current year
taxes but for ideas for future planning as well.
- If you pay estimated taxes, we
understand basing your estimate on the preceding year is not always the best way to
keep more money in your pocket. We can
work with you throughout the year to review your income and meet the IRS
requirements for tax payments, so that you avoid paying penalties to the
government.
- For individuals, we can help you adjust
your payroll withholding to keep more money each payroll. Why give the IRS an
interest free loan for up to 16 months when you don't have to?
- As tax laws change, we review the
laws with regard to our clients and will either contact you individually or
through a newsletter update with changes we believe may affect you or your
business.
- Family gifting can be a mechanism
for saving current income taxes as well as transferring wealth for overall
estate planning. We can help you review
your situation and work with you and your other trusted advisers to come up with
a gifting plan that meets your needs.
We make it a priority to enhance our
mastery of the complex tax code and new tax regulations by keeping
up to date on the law.
Although our knowledge of the law is
important, we feel our knowledge of you and/or your business is even more important. Our relationship with you is uniquely
personal. You are not necessarily like
everyone else and sometimes it is not just about saving taxes. We get to know you and consider all of your
circumstances in a compassionate way, to be sure you are meeting your personal
financial goals. Then we help you save tax dollars by planning a strategy that aligns with those goals.
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