Tax Planning

“Anyone may so arrange his affairs that his taxes shall be as low as possible
he is not bound to choose that pattern which will best pay the Treasury,
there is not even a patriotic duty to increase one’s taxes.”

– Judge Learned Hand
on Tax Avoidance in Helvering v. Gregory

Why do I need tax planning? This is the common question we often hear from our clients.
Well, if you want to minimize your tax burden or earn a larger refund at the end of the year, it’s a good idea to consider booking a tax planning session with us.

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Tax planning is performed in 4 stages

1. We perform a comprehensive analysis of your financial situation. This involves analyzing your prior years returns and tax planning questionaries as well as interviewing clients to understand their financial goals (in-person or remotely)

2. We prepare unique tax strategies specifically designed for your personal case. There are usually 2-3 strategies to choose from

3. We present selected tax strategies to our client and discuss all the details, pros and cons of each option. This stage involved visual presentation and can be organized in our office or online

4. After the client made his/her choice, we help him/her implement chosen tax strategy by providing practical tips and monitor implementation by scheduling mid-year review session.

We are here to continuously support our clients in accomplishing their business and personal goals

If you are still not sure whether tax planning is right thing for you to consider, make us a call or send us an e-mail

All our tax professionals are both credentialed and experienced.

We are Enrolled Agents – the highest credential the IRS awards.

We are here to navigate you through all the challenges of the tax world!

Special offer for our new clients

We provide free prior year tax returns review for the individual taxpayers.

Don’t miss this rear opportunity!

Do you want to know if your last year return preparer did a good job or did you miss some tax benefits? Let’s find out!

We might be able to find some missed credits and/or deductions – such a positive reason to file an amended return!

To communicate with us remotely and share your information online you can use either our convenient mobile app or login into your account using your PC.

Portal Login

Our Client Portal is an excellent and secure way for our customers to communicate with us from the comfort of their home or workplace without compromising their personal data.

Would like to discuss your tax-related personal or business matters or need any other professional assistance? You can easily secure convenient time by submitting Schedule an appointment request.

Schedule Appointment

To ensure a high quality of service and effective collaboration we reserve the right to confirm appointments only when scheduled at least 2 days in advance and accompanied by a brief comment on the matters you would like to discuss.