Tax Planning

Tax planning is essential in successfully reducing your tax liability. We assist with preparing you for any upcoming life changing events. This annual service is offered free to our clients in the year that their tax return is prepared. We will be able to discuss specific tax saving strategies that could improve your current tax circumstances. For example, we can offer suggestions on whether it is beneficial to adjust your withholdings or make changes to your pension. Additionally, we can provide tax advice if you are planning to buy a home, turn your home into a rental property, have a child, get married, or going back to school, just to name a few. For a more complete list of Life Events that you may consider, click here.