Tax Planning

Our Tax Planning portfolio of services is designed for self-employed, high net worth entrepreneur individuals and their closely held business entities. Our approach to Tax Planning is pro-active and integrates our clients' business operational goals, as well as their personal financial and wealth management objectives. Each plan is unique, as it incorporates the development of year-round, tailor made strategies to estimate current-year projected tax position, identifies areas where tax liability can be minimized, and aims to reduce IRS tax audit risk. Throughout our tax planning meetings, we deliver multiple tax scenarios for our clients to make informed decisions and stay current with their tax obligations. Our firm strategically serves our Tax Planning clientele throughout two annual seasons: the Mid-Year Tax Planning season, which occurs between July 15 and August 15, and the Year-End Tax Planning season, which takes place between November 1 and December 1.