We offer the following services to minimize your future taxes.
Business Tax Planning
By advising on the right business structure (e.g., LLC, S-Corp) for tax purposes, we optimate the tax situation for business owners, potentially saving you thousands in taxes.
Education Funding Strategies
Education expenses can be planned in a tax-efficient manner. Contributing to a 529 college savings plan can provide significant tax advantages while securing your child’s educational future.
Income Timing Strategies
Managing when you recognize income and deductions can optimize your tax situation. For example, identifying when to incur a significant deductible expense for your business can have a large impact on your taxable income.
Charitable Giving Strategies
The tax benefits of your charitable contributions can be maximized. Donating appreciated securities can help you avoid capital gains tax while supporting your favorite causes.
Tax Credits & Deductions
Various tax credits and deductions can be identified and maximized for eligibility. Utilizing the Section 179 Deduction can lower your tax bill by allowing you to deduct the full purchase price of qualifying equipment and software in the year they are placed in service.
Estate Planning
Reducing estate taxes and ensuring your assets are distributed according to your wishes is possible. By creating trusts, or making gifts, can significantly reduce the size of your taxable estate.