Skip to content

TAX PLANNING AND OPPORTUNITIES

Our tax laws continue to change often times triggered by those individuals we elect to represent us in Congress.  Because we are not longer operate as a single nation, we find it necessary to take into consideration the global economy. 

Additionally, life events happen that alter how we plan for the future.  As we age, we become more conservative and are less likely to take on risk.  However, a change, such as job promotion or beginning a family, might result in a more aggressive approach to planning.

If you would like to know more about the planning process and get a complete analysis of your taxes, please call us at 952-855-1111.  Our planning process covers a period of up to 10 years and our fee starts at $250.  

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...

  • 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.

Remember, we work for you not for the IRS. Many of our clients save many times the fee in reduced tax liability through careful planning and legitimate tax strategies.

If you'd like to receive more information about our Tax Planning Service, please complete this form.

Name
Phone
Email
Best Time To Call
Comments
CAPTCHA Image

[ Show a different Image ]

Contact Us

Ask a Question

Find comfort in knowing an expert in accounting is only an email or phone-call away. (952) 855-1111

We Are Here to Help

We will happily offer you a free consultation to determine how we can best serve you. Contact Us

Send Us a File

Use our convenient SecureSend page to securely deliver a file directly to a member of our firm. Secure Send

Subscribe to our Newsletter

Subscribe to our monthly emailed newsletter to receive news, updates, and valuable tips. Subscribe