Planning with a Purpose

It’s been said that if you fail to plan, then you are planning to fail.  Planning really  is the key to successfully and legally reduce your tax liability. We go beyond accuracy and tax compliance to proactively recommend tax saving strategies to maximize your after-tax income. Remember is not what you earn that matters – it’s what you get to keep. We require our staff to make it a priority to enhance our mastery of the current tax law, complex tax code, and new tax regulations via mandatory, ongoing, training and educational coursework. Businesses and individuals pay the lowest amount of taxes allowable by law because we continually look for ways to minimize your taxes throughout the year, not just at the end of the year.

Handy Tax Planning Calendar

There are many, many tax events and due dates to keep track of. To help you with your general planning, we’ve created a basic tax planning reference calendar. Please keep in mind that everyone’s tax situation is different, and this document is for reference only. Contact us at the phone numbers below for specifics on your unique situation.