Tax Planning

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Tax planning focuses on looking ahead, not just filing a return. We help you understand how current decisions may affect future taxes and identify opportunities to plan more effectively throughout the year.

• Individuals with changing income or life events
• Self-employed individuals and business owners
• Businesses planning for growth or structural changes
• Clients who want year-round guidance, not just seasonal support

• Review of current and prior-year tax returns
• Discussion of income, deductions, and timing considerations
• Planning for estimated taxes and cash flow
• Coordination with bookkeeping and payroll, when applicable
• General guidance to support informed decision-making

• Recent tax returns
• Current income or financial information
• Details on anticipated changes (new income, asset sales, business changes)

• Before major income or business changes
• Prior to year-end
• When starting or restructuring a business
• After life events such as marriage, divorce, or retirement

Tax planning services are offered by appointment. Contact us to schedule a planning consultation or to determine whether tax planning is right for your situation.