Relaxed, Experienced Tax Preparation.

Tax Planning


Planning is the key to successfully and legally reducing your tax liability. The most effective tax planning takes place with effective communication. The more we know about what you are doing, the better we are able to advise of tax breaks for your situation.

Remember, there is no such thing as a stupid question. We are here to help, so make sure you ask all the questions you have on your mind.

We make it a priority to enhance our mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars, but we need you to help us know what breaks may apply to you. We are here year around to answer any questions you may have.


The following are Tax Saving Strategies that may help you...

  • pay attention to news stories of potential tax breaks that may apply to you.
  • defer income so you can keep your money now and pay less taxes later.
  • make tax deferred contributions to retirement plans as much as you can afford
  • shift income or expenses from one year to another in order to have them fall where it will provide the biggest benefit.
  • be aware and take advantage of tax credits and deductions that change from year to year.
  • pay yourself instead of the mortgage banker whenever you can.
  • give away unused clothing and household items and take the charitable contribution deduction.
  • Read our monthly newsletter on this website.


If you'd like to receive more information about our Tax Planning Service, please complete this form.

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Tax Due Dates