Tax Strategies & Planning

Have you ever met with an accountant for in-depth tax planning? Tax planning is very different than tax preparation.

Tax Preparation is limited to information you provide us and maximizing tax savings on historical income/expenses, while tax planning widens the scope to strategically consider future changes to your business structure, reporting methods, and potential savings that you can start planning for and implementing now.

This is an incredibly high value service – we won’t dig in if we don’t think we can save you at least several thousand dollars. The easiest way to determine your candidacy is with an exploratory Tax Planning Consultation.