Tax Planning: Simplified

Taxes. We’ll help you pay as little as possible!

Tax planning is a catch all term for strategies and procedures designed to reduce your taxable burden and promote tax efficiency. Successful tax planning will position you to keep more of your own money, prevent any surprises in April and maximize your ability to contribute to retirement plans. The ultimate goal of tax planning is to end up owing as little in taxes as possible. Tax planning covers several considerations. Considerations include timing of income, size, and timing of purchases, and planning for other expenditures. Also, the selection of investments and types of retirement plans must complement the tax filing status and deductions to create the best possible outcome. We help with tax planning only and coordinate with your financial advisor, if applicable. We are not financial advisors and do not advise on investments or retirement products.


Reduce taxable income

We work with you to develop and implement creative solutions to reduce your taxable income and keep more of your own money!

Estimate your tax burden

Using your financial data and prior year returns, we’ll provide you up to 3 scenario analysis to estimate your tax burden.

Budget and plan for the future

We’ll help you make tax efficient financial decisions, budget and plan for contributions and payments, and prepare for your future.


Develop winning tax strategies

Jump through the loophole! Our strategies reduce your taxable income, maximize deductions and credits and leverage legal tax loopholes to position you to keep more of your own money.

Conduct scenario analysis

Measure before you cut! A scenario analysis will provide you with an estimate of the tax implications of business, financial, employment and investment decisions BEFORE you actually make them.

Research and resolve tax questions

If you have specific concerns or questions pertaining to tax issues or how to navigate the tax code, we’ll research and resolve your tax questions quickly and thoroughly.


Request your personal tax plan and explore our personal tax planning services

Annual Comprehensive Personal Tax Plan

We’ll develop a custom, realistic and actionable personal tax plan featuring selected tax strategies, scenario analysis, tips to promote tax efficiency and answers to your specific tax questions and areas of interest.

Starting at $500

Individual Scenario Analysis

We’ll help you determine the specific tax implications of your business, financial, employment and investment decisions by running a scenario analysis to address your specific questions/areas of interest.

Starting at $200 per analysis

Ongoing Support

Need help implementing your personal tax plan, scheduling quarterly tax payments, staying on top of your goals and keeping up to date with tax and financial news? For a small monthly fee we’ll do all for this you.



Keep more of your own money

No more surprises in April

Prevent large tax bills

Intelligent informed decision making

Leverage tax strategies and loopholes