Tax Reform and Proper Tax Planning



We help you keep more of your money in your pocket each year when you file your tax return.  Would you like to keep your money? Our tax planning allows individuals and businesses to take an analysis of their financial situation and/or plan from a tax perspective in the most efficient manner to make tax filing work in their favor. 

We provide tax planning for the Tax Cuts and Job Act (Tax Reform) to ensure you get the most out of tax situation to save you money during the year and pay less or no taxes during tax time.  Our goal is to reduce your income, Adjusted Gross Income (AGI) so you pay less or no taxes back when you file your tax return.

What we do for you and/or your business with tax planning:

1. Minimize or eliminate the new 3.8% Medicare tax on personal investment income

2. Maximize retirement plan contributions

3. Optimize the way your business is structured

4. Use tax-free exchange

5. Properly classify expenses

6. Properly classify operation expenses

7. Properly hire family-members

8. Creation of retirement savings for family-members

9. Proper transfer appreciated property

10. Increase paycheck withholding

And much more, we even provide you additional outside resources to assist you with keeping your AGI down! 

Start Your Tax Planning