Income Tax Planning

  • Before you prepare your tax return, what type of planning is done before December 31?
  • Are you aware of all the tax advantages available to you?
  • Were you in the Alternative Minimum Tax (AMT) in the past 3 years? How have you attempted to reduce the exposure?

We give our clients unbiased advice to reduce taxes. We discuss:

  • Tax saving options
  • Computation and filing of tax returns
  • Quarterly projections to ensure they will not be subject to an underpayment penalty at the federal and state level (if applicable)
  • Impact of investment trades on tax liability

Our goal is to help our clients avoid falling victim to the disadvantages of a generic approach to taxes.