Broker Check

Tax Planning

Planning is the key to help you  successfully and legally reducing your tax liability

Planning is the key to help you  successfully and legally reducing your tax liability

We go beyond tax preparing and proactively recommend tax saving strategies to help maximize your after-tax income.

We help 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.

Remember, we work for you not for the IRS. We help many of our clients save money  through careful planning and legitimate tax strategies.

We recommend&#160;<b>Tax Saving Strategies</b>&#160;that help you...

We recommend Tax Saving Strategies that help you...

  • Grow and preserve assets by keeping Uncle Sam out of your pockets.
  • Defer income so you can keep your money now and pay less taxes later.
  • Reduce taxes on your income so you keep more of what you make.
  • Reduce taxes on your estate so your family keeps more of what you've made.
  • Reduce taxes on your gifts so you can give more.
  • Reduce taxes on your investments so you can potentially grow your wealth faster.
  • Reduce taxes on your retirement distributions so you may retire in style.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  407-616-1693

Here's just a few of the&#160;<b>Tax Saving Strategies</b>&#160;we use...

Here's just a few of the Tax Saving Strategies we use...

  • Splitting income among several family members or legal entities in order to get more of the income taxed in lower bracket.
  • Shifting income or expenses from one year to another in order to have them fall where it will be taxed at a lower rate.
  • Deferring tax liabilities through certain investment choices such as pension plans, contributions and other similar plans.
  • Using certain investments to produce income that is tax exempt from either federal or state or both taxing entities.
  • Finding tax deductions by structuring your money to pay for things you enjoy, such as a vacation home.