Tax Planning: Simplified
Tullis Consulting & Financial Services will position you to keep more of your own money so you’ll never pay more tax than legally required. Why? Your money belongs to you! You worked for it, you earned and you own it. So, why are you giving your cash to the government when you don’t have to?
What is Tax Planning?
Tax Planning is the process of studying your financials and tax returns to develop proactive measures and legal 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.
Is Tax Planning for you?
If you’re a tax payer tax planning is for you. If you consistently owe tax year after year, an experienced and aggressive tax advisor can help you reduce your taxable income, leverage legal loopholes, estimate your tax burden and keep more of your money.
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.
What We Do for You
As your Tax Advisor, your goals and priorities become our goals and priorities. As our client, we focus on:
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.
READY TO GET STARTED?
Request your personal tax plan and explore our personal tax planning services
Comprehensive Tax Plan
We’ll develop a custom, realistic and actionable tax plan featuring selected tax strategies, scenario analysis, tips to promote tax efficiency and answers to your specific tax questions.
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.
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.
BENEFITS OF TAX PLANNING
Keep more of your own money
No more surprises in April
Prevent large tax bills
Intelligent informed decision making
Leverage tax strategies and loopholes