Proactive Tax Planning and Preparation
Unlike most tax preparation firms, we do not complete a tax return and wait to see you ‘same time, next year.’ Through in-depth evaluation and ongoing knowledge about your past and present tax position, cash flow requirements and financial goals, we engage in tax planning all year long. As tax laws change, we provide continuous guidance to facilitate tax savings whenever and wherever new opportunities arise, even amending prior year tax returns if appropriate.
In just a half hour meeting, we can often uncover tax planning ideas and strategies that can save you thousands. In the review, we can help you answer the following questions:
- Are there more creative ways for you to pay less in taxes?
- Have you taken every legal deduction that you are entitled to?
- What tax breaks can you receive from moving to a new home or searching for a new job?
- How are stock options taxed and what are the tax implications of stock options?
- Are you doing everything you can so that you don’t overpay your taxes?
Our goal is to minimize our clients’ overall tax burden whenever and wherever possible. We do this by engaging in tax planning early in the year and maintaining close contact with our clients right up until tax time. This way we are able to stay on top of all of the developments and changes in the tax law and provide our clients with updated tax guidance to reduce taxes whenever new opportunities arise.
For example, recently many of our LGBT clients worked with us to discuss the opportunities created by the legalization of gay marriage and the overturning of DOMA.
We pride ourselves on offering an exceptional level of service and tax expertise. We are always thinking about ways to reduce our clients’ tax exposure. Not when it’s time to file, but all year long. Because the simple truth with taxes is the less you plan, the more you pay. That’s why we do tax planning with our clients throughout the year.