Tax Planning
We discuss your tax history, challenges, and how your future income and deductions may require changes in your tax liability and a payment plan.
A pro-active approach can include exploring your potential tax situation, evaluating options, and implementing possible strategies to reduce your taxes. Advance knowledge of your tax obligations can help you to budget your payments .
Effective tax planning happens only when the client’s books and records are up-to-date, accurate, and the client understands the value of the strategic process and insight that we provide from our extensive knowledge base.
“Christine has be an integral part of our small business over the years. I need to focus on the day to day and servicing our customers. We connect quarterly to go over how we are doing so she can help us plan. I love that continued relationship. That way there are no surprises and she is able to address any concerns before they become headaches.”
Business Owner