Tax Planning

With over 70,000 pages in the US tax code, most Accountants are consumed with understanding the details and making sure we are all compliant. Managing your tax liability is crucial particularly when retired. How do you reduce or eliminate taxes on Social Security? How do you reduce or eliminate capital gains taxes? How do you make sure your investment decisions do not create negative tax consequences? By collaborating with your Accountant to review your recent tax returns we can assist you in becoming proactive in minimizing taxes and not pay more than you should.

When was the last time you on your accountant spent an hour reviewing your tax return to determine how to reduce your taxes?