Tax planning allows you to analyze a financial situation or plan from a tax perspective in order to ensure tax efficiency. We are here to provide proactive tax planning for businesses and individuals, maintaining constant communication with our clients throughout the year, not just during tax season.

A few of the strategies that we consider include:

• Splitting income among several family members or legal entities to take advantage of lower income tax brackets
• Shifting income or expenses from one year to another when it can yield a lower tax rate
• Tracking all expenses eligible for itemized deduction
• Taking advantage of tax credits