tax planning & consulting

When it comes to tax planning, it’s no surprise that many people would prefer to think about tax as little as possible.  After all, taxes tend to be unpleasant and they can’t be avoided, but when you think about tax in advance and create a plan, you gain control of your tax burden, and all the unpleasantness and surprises are eliminated.  Consistently taking advantage of tax planning allows you to effectively manage your annual financial scenario to minimize your tax burden, while keeping an eye both on the current year impact as well as the long term impacts of different strategies.

Our team is constantly updating our strategies based upon new tax legislation, regulations, and court rulings.  This vigilance in staying updated allows our team to create an up-to-date, tailored tax plan that fits your exact needs.  Just a few of the areas to be considered when developing an individualized tax plan are: social security benefits planning, health insurance tax planning, real estate investment planning, and retirement tax deferral vs. tax free investment growth planning.  If you are a resident overseas or hold assets internationally, international tax planning is a must as well, not only to stay in compliance, but to optimize your foreign tax strategies as well.

Tax season is not the only time to think about creating a tax plan, and in fact, it’s not even the best time.  Creating and working on a plan throughout the entire year is a game changer for optimizing your tax plan, and allows the reporting and filing of tax season to become stress free.  Reach out to our office today and one of our associates will take the time to understand your tax scenario and develop a personalized plan for you.