Tax Planning

Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning. Our tax planning software allows us to use your actual prior year tax return numbers to run "what if" analysis of future years tax returns. The assumptions are based on actual and forecasted future tax rates and can be tailored to several different outcomes. Next to correct income tax preperation this may be the most valuable asset we have to offer our tax clients.

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