Tax Planning

Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm.

  • We can keep you on track and help you legally minimize your tax burden.
  • We can help you get back on track if you haven't filed in a while.
  • We can help you project what your tax picture may look like in the years ahead.

Effective tax minimization begins with long-term tax strategizing to establish overall objectives.  We partner with a tax lawyer to help clients make sure:

  • You are set up in right form of entity or entities.
  • You have a comprehensive strategy for current tax management, succession planning, retirement planning and estate planning.
  • You have an advocate in the event you have been audited or expect one may be coming.