Tax Planning Services

The key to success is planning We offer tax planning services for individuals, small business owners, and independent contractors. We go beyond by reviewing current tax laws, new tax laws, and regulations to determine the best plan for your current situation. We make it a priority to ensure small businesses and individuals pay the lowest amount of taxes allowable by law. We will continuously look for ways to minimize your taxes throughout the year, not just at the end of the year.

Individuals we offer the following tax planning services:

• Quarterly Calls: to discuss any financial events impacting your taxes and proactively put a strategy together to minimize your tax liability

• Paycheck Analysis: to examine your withholdings and other income to forecast your potential tax liability. Determine the best tax strategies that could minimize your tax liability.

• For retirees, W-4V (Voluntary Withholding Request) form guidance, to determine if adequate withholdings are deducted from Social Security benefits to reduce your tax liability.

Small Business Owners/Independent Contractors we serve:

• IT Consultants
• Web Designers
• Ride-Share/Food Delivery Drivers
• Health and Fitness Coaches
• Course Providers

So, take charge of your taxes and be proactive instead of reactive when you get your tax bill. 

Let’s get started. Book your appointment