Effective Tax Planning Services & Solutions

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Tax Planning

Worried about Paying Half of your Income in Taxes?

Don't let missed deductions and overlooked tax-saving opportunities affect your wealth. Take tax planning advice from the country's leading tax advisors, designed to minimize liabilities and multiply your wealth over time. Unlock the potential for passive income and secure your financial future with us.

Why Choose us?

Choosing our services means partnering with a team that prioritizes your financial well-being and tax efficiency. Here's why we stand out

  • Customized Tax Solutions: We create plans specifically for your tax requirements. There is no one-size-fits-all here.
  • Experienced Knowledge: Our team has over 34 years of experience resolving tax issues. We've seen it all.
  • Comprehensive Services: We handle everything, from preparing taxes to fending off audits.
  • Client-Centric Focus: Your financial goals are our priority. We work for your peace of mind.
  • Constant Support: We are available to you whenever you need us. Our assistance is not limited to tax season.
  • Transparent Communication: We explain things to you without using any complex tax language. Each stage will be clear to you.

Know our Tax Planning Services Better

Retirement Income Planning

We assist in strategizing for a financially secure retirement, focusing on optimizing income sources and tax implications during your retirement years.

Estate Planning

Our services include planning for the efficient management and transfer of your assets, ensuring your estate is handled according to your wishes while minimizing tax liabilities.

Education Savings Planning

Our team helps plan future education expenses, advising on tax-advantaged saving vehicles like 529 plans.

Business Structure Consulting

We consult on the most tax-efficient structures for your business, impacting how you pay taxes and your liability level.

Income Shifting Strategies

We devise strategies to shift income within legal boundaries to lower tax brackets, reducing overall tax liability.

Charitable Giving Strategies

Our team advises on how to structure charitable giving for both philanthropic fulfillment and tax benefits.

Risk Management

We assess financial risks and advise on strategies to manage them effectively, considering their tax implications.

Cash Flow Planning

Our services include planning and managing your cash flow to optimize tax efficiency.

Advanced Tax Planning

We offer sophisticated tax planning strategies for complex financial situations, ensuring comprehensive tax optimization.

Life Insurance Planning

Our team guides you in choosing life insurance policies that align with your tax planning goals.

Family Tax Office

We provide tailored tax services for family offices, addressing the unique tax needs and challenges of managing family wealth.

Other Tax Planning Solutions

Our services are not limited to the above. We offer a range of other tax planning solutions to meet the diverse needs of our clients.

Benefits of Hiring a Tax Planning Advisor to Prepare Your Return

Maximizing Deductions and Credits

A CPA tax advisor has the expertise to identify all the deductions and credits applicable to your situation, ensuring you don’t miss out on valuable tax-saving opportunities.

Staying Compliant with Tax Laws

Tax laws are complex and constantly changing. A tax advisor stays up-to-date with the latest tax regulations, helping you remain compliant and avoid potential legal issues.

Expert Guidance on Tax Planning

With our in-depth knowledge, get strategic advice on how to structure your finances for tax efficiency, benefiting you in the current year and for future planning.

Reducing Errors in Tax Filing

We can help you minimize the risk of errors in your tax return, which can lead to audits or penalties.

Personalized Financial Advice

We offer personalized advice cutomized to your financial situation, which can be invaluable in making informed decisions.

Representation in Case of Audits

If you face an IRS audit, we can represent you and provide the necessary support and guidance through the process.

Year-Round Support

Get year-round support, not just during tax season but beyond it. This ongoing relationship can be crucial for continuous financial planning and tax advice.

Analysis of Business Entity Types

Selecting the appropriate legal structure is crucial for your business, affecting everything from taxes to personal liability. Our expert team guides you in choosing and setting up the ideal entity, managing all registration paperwork. This choice is vital for tax efficiency and understanding the implications for your business. With our support, you can confidently focus on growth, knowing you’ve made a well-informed decision.

How does our Proactive Tax Planning Process Work?


Comprehensive No-Cost Discovery Call

Start the process with confidence by arranging a no-cost, commitment-free virtual consultation with us. In this meeting, we will help you identify your financial goals and long-term ambitions. After that, we'll create a personalized wealth plan designed specifically for you, using proven strategies to assist you in achieving your objectives.


Exploring Every Avenue

In the following 4-step introductory calls, we're all about getting to know exactly what you need and what you're aiming for. We'll sift through the details of your past tax returns to spot any chances we might have missed to save more. By the end of it, we'll present you with a strategy that not only aims to reduce your taxes over the next year but also sets you up nicely for the future.


Creation of a Personalized Tax Strategy

Once we've got all the insights, we'll hand over a detailed tax plan. This includes diagrams showing how things are right now and how they could look with some smart changes. It's like having a map that guides you to paying less tax, keeping your assets safe, and staying out of trouble with the IRS.


Implementation and Constant Monitoring

After everything's agreed upon, we'll show you how to put this plan into action. It's not just about finding savings; it's about making those savings happen. We'll be with you every step of the way, ready to help turn our recommendations into real results for you. We're so confident in our planning that if we don't find ways to offer value beyond what you paid for, we'll give you your money back. It's all about making sure you feel secure and valued throughout our process.

Did you Pay over $40,000 in Taxes Last Year?

Whether you have missed out on massive deductions or overlooked major tax-saving opportunities, our tax planning process is designed to minimize your liabilities and maximize your wealth, both now and in the future.

Frequently Asked Question's

A tax planner specializes in creating strategies to minimize tax liabilities and maximize compliance. They focus on future tax implications of financial decisions. A CPA (Certified Public Accountant), on the other hand, has a broader scope, offering a range of accounting services, including tax preparation, auditing, and financial planning. While all CPAs can work as tax planners, not all tax planners are CPAs.
Tax planning involves analyzing a financial plan or situation from a tax perspective. The goal is to ensure tax efficiency, where all elements of the financial plan work together in the most tax-efficient manner possible. It involves strategizing how to postpone or avoid taxes by taking advantage of beneficial tax-law provisions, increasing and accelerating tax deductions, and utilizing tax credits.
The best way to organize taxes is to maintain thorough and accurate yearly records. Keep all tax-related documents like income statements, receipts for deductions or credits, and investment records in an organized manner. Using digital tools or software for record-keeping can also simplify the process. Regularly updating and reviewing your records can make the tax filing process more efficient and accurate.
It’s advisable to start tax planning at the beginning of the fiscal year. Early planning allows more time to explore and implement strategies to reduce tax liability. However, it's never too late in the year to start, as some strategies can still be effective even when implemented towards the end of the year.
There is no specific age at which you can stop filing taxes. The requirement to file a tax return depends on various factors, including your income level, filing status, and the types of income you receive, not your age. Therefore, as long as you have taxable income above certain thresholds, you must file a tax return, regardless of age.

Our wage garnishment attorney specializes in helping individuals who are facing wage garnishment due to unpaid debts, including taxes. We offer legal advice, negotiate with creditors or the IRS, and can represent you in court to potentially stop or reduce the garnishment.

Small business tax planning involves strategizing to minimize tax liabilities and maximize profits for your business. This includes choosing the right business structure, maximizing deductions, taking advantage of tax credits, and planning for major business transactions to ensure tax efficiency.
Estate planning services encompass various strategies to manage and preserve your assets for future generations. Key components include wills, trusts, power of attorney, healthcare directives, and tax planning related to inheritance. These services ensure that your assets are distributed according to your wishes while minimizing tax implications.
Keith Jones can provide back taxes help by assessing your tax situation, filing any unfiled tax returns, negotiating with the IRS on your behalf for payment plans or settlements, and providing advice to avoid future tax issues. His expertise ensures you find the most effective solution for your back tax problems.