Tax Planning
Tax Planning Services & Tax Saving Strategies by Our Phoenix AZ CPAs
Tax Planning Services & Tax Saving Strategies by Our Licensed Tax Professionals
Our Tax Planning Services Provide You With Tax Saving Strategies That Will Save You Money
Planning is the key to successfully and legally reducing your tax liability. As the best tax planning services Southern California has to offer, we go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
We make it a priority to enhance our mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars.
Businesses and individuals pay the lowest amount of taxes allowable by law because we continually look for ways to minimize your taxes throughout the year, not just at the end of the year.
With our Tax Planning Services, we recommend Tax Saving Strategies that help you…
- Your state and/or federal return will be checked and rechecked by our computer software identifying potential problems the IRS may look at more closely and reviewing the math to verify a truly accurate tax return is submitted to limit IRS contacts.
- Your tax return can be filed electronically so you will get a tax refund back quicker.
- Our staff will show you how to adjust your payroll withholding to get more money back each week. Why give the IRS an interest free loan for up to 16 months.
- We will show you potential deductions to limit your tax liability for next year. In addition, we will give you a sheet of commonly overlooked deductions to limit the following year’s liability.
If you’d like to receive more information about our Tax Planning & Solution Services that Phoenix residents love, please complete this form.
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With our Tax Planning Services, 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 our Licensed Tax Professionals 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.
If you’d like to receive more information about our Tax Planning & Solution Services that Phoenix residents love, please complete this form.