Tax planning and preparation is a service intended to ensure your tax reporting complies with both federal and state laws. United States income laws can be complicated and overwhelming. I attend over 40 hours of continuing education every year to ensure that I understand the ever-changing tax laws and can maximize deductions and minimize taxes for your specific situation.
Tax planning is a service that legally optimizes your tax reporting to yield results that meet your goals and plans. Tax planning aligns all elements of the financial plan in the most tax-efficient manner, to reduce tax liability. In addition to receiving general tax guidance and tax savings advice, you will find practical and proactive tax planning advice on issues such as managing tax brackets and maximizing itemized deductions. My services cover both business and personal tax filing.