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Tax Planning

Offering a robust line of products to meet your personal and business needs

Keep more of your hard earned cash rather than sending it to the government

Most CPAs focus on tax preparation, which is the process of reviewing the year's financial results and preparing tax returns for submission to the IRS and state agencies. We focus on tax planning, which is the process of looking at a person's life, business and regulatory requirements to legally reduce taxes. We review hundreds of strategies and their combinations to ensure maximum savings.

A few of the categories we will asses include:

  • Deductions
  • Legal entity design
  • Retirement
  • Insurance & asset protection
  • Legal loopholes
  • Niche-specific strategies
  • Advanced strategies
  • Exit & capital gains
  • Recent legislation