Tax Planning

Tax Planning = Saving Money

Why pay more than necessary?

Tax planning is the process of reviewing your finances, goals, and current tax situation to design a strategy to reduce your tax bill going forward.

Common reasons for overpaying taxes

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    Failure to consult a tax professional
  • Selecting the wrong business structure or the wrong tax classification
  • Poor record keeping
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    Inefficient (or incorrect) use of deductions and depreciation

U.S. Supreme Court

“The legal right of a taxpayer to decrease the amount of what otherwise would be his taxes, or altogether avoid them, by means which the law permits, cannot be doubted.”

Gregory v. Helvering, 293 U.S. 465 (1935)

Our Tax Planning Promise

We will save you at least twice our tax planning fee or there is no fee. Seriously.

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