Tax Planning

Some Accountants do little more than record history, simply focused on putting the right numbers in the right boxes.

There is a big difference between preparing tax returns and doing proactive tax planning.

Tax planning involves taking proactive decisions to legally mitigate all tax liability including income tax (personal and corporate), estate tax, capital gains tax.

True tax planning requires a team of top-notch interdisciplinary professionals, advisors, insurance practitioners, attorneys; working in synergy with the accountant who scours the eighty thousand plus pages of the IRS tax code looking for every legal deduction and loophole available to minimize your overall tax bill.

Whether you are looking to improve profitability, grow your business or implement a succession plan. Tax planning is a key strategic tool. Let us get you with the right team.