Tax Planning

Taxes do not start after year end.  Good tax planning takes place year round and can be implemented to save yourself and/or your business come tax time.  

Tax planning engagements are separate from tax preparation engagements which can only involve after the fact tax planning (which is limited), and some minor planning for next year.  True tax planning is an evolution of a plan throughout the year based on changing circumstances and the financial decision making that occurs in response.  Our tax planning engagements generally involve quarterly tax planning meetings and are quoted based on the individual circumstances of each client.