Proactive Tax Planning That Saves You Money

Tax preparation is looking backward—filing returns based on last year's transactions. Tax planning is looking forward—making strategic decisions throughout the year to minimize your future tax liability. Planning happens before transactions occur, giving you control over your tax outcome. Preparation happens after, when it's too late to make changes.

Now! Tax planning works best when it starts at the beginning of the tax year (January) or when you experience a major financial change (new business, large income increase, major purchase). However, we can implement valuable strategies at any time during the year. Even meeting in October or November gives us time to execute year-end planning moves before December 31st.

Our year-round tax planning service starts at $200-$300 per month (or $2,400-$3,600 annually) depending on complexity. This includes quarterly meetings, unlimited email support, tax projections, and annual return preparation. For most clients, the tax savings we identify far exceed the cost of the service—often by 10x or more. We'll provide a specific quote after understanding your situation.

Absolutely. Tax avoidance (legally minimizing taxes through planning) is your right as a taxpayer. Tax evasion (illegally hiding income or falsifying deductions) is a crime. We focus exclusively on legal strategies supported by tax code and court rulings. Every strategy we recommend is documented, defensible, and backed by proper record-keeping. We're aggressive within the bounds of the law—never crossing ethical or legal lines.

While we can't guarantee specific dollar amounts (your tax liability depends on many personal factors), we can guarantee our commitment to finding every legal opportunity to reduce your taxes. We'll show you projections of potential savings during our initial consultation. Most clients see tax reductions of 20-40% compared to their previous situation, but results vary based on income complexity and planning opportunities available.

Not at all. We offer both in-person and virtual meetings via video conference. Many of our tax planning clients prefer virtual meetings for convenience—you can meet with us from anywhere. We use secure portals for document sharing and can handle everything digitally. Whether in-person or virtual, you receive the same high-quality strategic advice and personalized attention.