TAX STRATEGY
TAX STRATEGY
Proactive tax planning is one of the most effective ways to reduce your tax liability and keep more of what you earn. I work with individuals and small business owners to evaluate their full financial picture and develop a strategy that aligns with their goals. Whether you're looking to optimize deductions, make smart year-end moves, or plan ahead for growth, tax strategy helps you take control before it’s time to file.
Services Include:
Comprehensive review of income, expenses, and financial goals
Guidance on deductible business and personal expenses
Retirement contribution strategies (IRA, Roth IRA, SEP, etc.)
Quarterly estimated tax payment planning
Entity structure review and S-Corp evaluation
Income timing and expense acceleration strategies
Coordination with bookkeeping to ensure tax-ready records
Personalized recommendations for reducing taxable income legally