Tax Planning is the process of finding legal tax strategies in the Internal Revenue Tax Code to reduce your tax liability. This is the same tax code that allows billionaires to pay less tax than the average person. Since these strategies are in the tax code, they are 100% legal for everyone to utilize. Tax planning may include changing your business structure, reorganizing your investments, moving assets to entities that require less tax, or rearranging the way business is done.
Every tax plan is different because it must be specifically tailored to fit your life.
We’ll work closely with you to create a plan that covers as much of your business and your life as possible.
To explore the possibility of having a tax plan customized for you, please make an appointment. We can speak by phone or you can come in for your appointment.