Tax Planning

Proactive tax planning is critical in order to prepare for any tax liabilities. Our service emphasizes tax planning as a year-round consideration, not simply at year-end. We stress the importance of keeping abreast of changes in the client's financial matters. The client is expected to keep good records and communicate with the office on a regular basis if changes occur.

Items needed for tax planning meetings include:

  • W-2 income (including amounts withheld for taxes)
  • Estimates of income and expenses
  • Quarterly estimates paid
  • Major changes from year to year