Tax Planning
Tax Strategizing
Effective tax planning is essential for minimizing your tax liability and maximizing your after-tax income. Our experienced CPAs & EAs work closely with you to develop personalized tax strategies that align with your financial goals. We analyze your financial situation, identify potential deductions and credits, and explore tax-saving opportunities specific to your circumstances. With our expertise, we can help you navigate the ever-changing tax landscape and make strategic decisions that optimize your tax position.
Pricing
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$200-$300/hour
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Average client pays $650 per session (typically done once per year)
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Price varies based on ones tax situation, involvement, and complexity
Included
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Gathering information on ones tax profile (income, deductions, etc)
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Identifying personalized opportunities to leverage the tax code (potential deductions, credits, formations, etc)
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Detailed approach in modeling different scenarios to determine client actions (when to start drawing on retirement accounts, when to buy that next business vehicle, should you consider a different entity structure)
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Review pros/cons to implementing strategies and risk factors included in doing so
Tax Projections
For individuals and businesses that are required to pay quarterly estimated taxes, accurate calculations are crucial to avoid underpayment penalties and ensure compliance. Our team can handle the entire process, from estimating your tax liability to preparing the necessary documentation. We take into account various factors, such as your income, deductions, credits, and any changes in tax laws, to provide precise and reliable quarterly estimated tax calculations. By entrusting this responsibility to us, you can focus on running your business or managing your personal finances with peace of mind.
Pricing
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$200-$300/hour
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Average client pays $300 per projection (typically done once per quarter)
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Price varies based on ones tax situation, involvement, and complexity
Included
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Gathering year to date income and deduction information (pay stubs, projected K1 income, brokerage statements, etc)
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Projecting total year tax liability based on year to date and expected income
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Recommending quarterly payment amounts to remain "caught up" with taxes throughout the year
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Recommending amounts to adjust withholdings with your employer to remain "caught up" with tax liability