Tax Planning

By the time a tax return is due,  there are very few options available to reduce your tax burden legally.  This is why tax planning should happen throughout the year.  Given the new tax law changes, it is even more critical to plan ahead, to reduce your tax burden under the law.

  • For individuals, we can help you reduce your effective tax rate through better planning and by considering current and potential lifestyle changes. We work hard to ensure that you take advantage of legally available deductions and credits in your situation.
  • For business, we can identify tax credits and deductions that might be available to the company to reduce effective tax rate under the law. We can also review your tax records to ensure that there is proper documentation to substantiate your company’s tax position. Good record keeping is the best defense in a tax audit.
  • Beyond compliance services, we can assess your organization’s capital structure. An optimal capital structure could provide long-term benefits such as lowering effective tax rate and reducing financial risk for the same level of return.

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