Tax Planning

Tax Preparation vs. Tax Planning

Tax Preparation is a one-time, reactive service focused on filing your tax return for a past period.

Tax Planning is a proactive, year-round strategy designed to optimize your tax position and grow your wealth over time.

What We Do

• Review past tax returns and plan for upcoming taxable events

• Provide continuous, year-round support to adapt strategies as needed

• Develop personalized tax strategies tailored to individuals and business owners

Key Planning Areas Include

✅ Withholding & Estimated Tax Calculations

✅ 1099, LLC, S-Corp, C-Corp, Sole Proprietor Optimization

✅ Long and Short Term Rental Properties and Deductions including Cost Segregation Studies

✅ Retirement Planning: 401(k), SEP IRA, Traditional & Roth IRAs + Investment Strategies

✅ Child Tax Credit & Dependent Care Credit Optimization

✅ Life Changes: Home Purchase, New Children, College Expenses

✅ Stock-Based Compensation Planning

✅ Business Structure Planning and Optimization

✅ Trust & Estate Planning

✅ Depreciation, Loss Limits, & Audit Preparedness

✅ Installment Plans & Offers in Compromise

✅ Tax Benefits of Employing Family Members

✅ Home Office & Vehicle Deductions

Partner with us for comprehensive tax planning designed to keep you ahead of changes, minimize your tax liability, and support your financial goals all year long.