Tax Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

We make it a priority to enhance our skills in the current tax law, complex tax code, and new tax regulations by attending regular tax seminars and continuing education courses.

Our goal is for our clients to pay the lowest amount of taxes allowable by law and we continually look for ways to minimize your taxes throughout the year, not just at the end of the year.

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You have worked hard for your income. 

Let us help you reduce your tax burden.

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 grow your wealth faster.

Reduce taxes on your retirement distributions so you can retire in style.



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

    Have you reviewed your current payroll deductions. In many cases, changes in Marital Status, Dependents and other exemptions should be reviewed annually.  Prevent over paying in bi-weekly payroll by reviewing the W4 form on with your employer.

    Shifting income or expenses from one year to another in order to have them fall where it will be taxed at a lower rate and achieve tax deferral to future periods when appropriate.

    Deferring tax liabilities through certain investment choices such as pension plans, IRA contributions and other similar plans.

    Using certain investments to produce income that is tax exempt from either federal or state or both taxing entities.


    Remember, we work for you not for the IRS. Many of our clients have reduced their tax liability through careful planning and legitimate tax strategies.