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Tax Preparation and Planning:

Preparation consists of preparing, calculating, and filing income tax returns on behalf of individuals and businesses with business structures, such as, Limited Liability Companies, Corporations, Partnerships; Non-Profits and Foundations; Federal and State (where applicable).


Planning consists in maintaining the taxpayer in a certain tax bracket in order to reduce the amount of taxes to be paid, which can be done by manipulating the timing of income, purchases, selecting retirement plans, and investing accordingly. Unlike tax evasion and fraud, tax planning is not unlawful.  Proper tax planning makes it easier to build your personal finances and afford the things you want. Additionally, by anticipating taxes when you create your financial plan, it's possible to significantly boost how much money you will have in retirement.

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