Pay Less Tax In 2021

Our job is to help you pay as little tax as legally possible. We have a small window to save you money. When the year ends, your chance to save tax dollars is gone. If you want to pay less tax in 2021, schedule your tax assessment today.

Schedule Your Tax Assessment Now.
 

Pay Less Tax In 2021

Our job is to help you pay as little tax as legally possible. We have a small window to save you money. When the year ends, your chance to save tax dollars is gone. If you want to pay less tax in 2021, schedule your tax assessment today.

Schedule Your Tax Assessment Now

What is tax planning? 

Tax planning is the process of looking at a person's life, business and regulatory requirements to legally reduce taxes before year end. We begin our tax planning process with a tax assessment in order to provide you with an estimate of your potential tax savings. We then prepare a detailed tax plan for you which details every tax strategy and how much each one will save you.

Schedule Your Tax Planning Now
 

Maximize Deductions

Taking advantage of  individual and business tax deductions will save you money.

Entity Selection Strategies

Is the type of business entity you selected costing you money or saving you money?

Tax Favored Retirement

Saving for retirement can create substantial tax savings if you use the right strategy. 

Tax Loopholes

Can you fit into any of the many tax loopholes found in the tax code?

What's Included In My Tax Assessment?

  • Review of prior year tax return to determine tax savings opportunities.
  • A review of updated 2021 information to determine if any changes create additional opportunities
  • A high level overview of possible deductions, retirement planning and applicable tax loopholes.
  • An estimate of tax savings.
Schedule your tax assessment.
Submit your 2020 tax return and updates.
Attend tax assessment meeting. 
We prepare your detailed tax plan.
Deliver and implement tax plan.

Whats included in my tax plan?

  • A detailed analysis of your 2020 income tax return.
  • A detailed analysis of your 2021 financial performance
  • A detailed analysis of tax deductions, retirement and insurance to reduce your tax bill.
  • A comparison of current tax law and the Biden tax law and what each means to  your tax life.
  • Business entity selection analysis to maximize business deductions
  • A detailed, step by step tax plan with each tax strategy, the amount you will save and the law that supports it.
  • An actual dollar amount you will save in 2021 and 2022.
  • The compounded savings if you were to put your tax savings into your retirement account annually.
Schedule Your Tax Planning Now.