Tax Planning

Service Description

o Ensure you owe the IRS or State nothing at the end of the year with tax planning services. We’ll work with you to assess your income and expenses, identify deductions and credits, and provide advice on how to optimize your tax situation. With our tax planning services, you’ll have peace of mind knowing that you’ve done all you can to minimize your tax burden. o 60 minutes initial planning session. o Mid-year follow-up session to ensure the plan is on track.