Comprehensive Tax Planning
Do you need tax planning at some certain time? Absolutely, if you have complex situations or are expected to pay large amounts of taxes or are dealing with some uncertainties. The list for needed tax, business or accounting planning is long and varies each unique case. How to plan and execute an effective tax, business or accounting planning is crucial for companies, small businesses, individuals or families. An effective tax planning relies primarily on the expertise, experience and strategies of related licensed CPA, CAA and Enrolled Agent. A suitable planning allows you to stay on top of what to expect now, not later, to obtain future goals for businesses, individuals, or minimize taxes, in many cases, large amounts of tax savings and avoid potential issues down the road. With many successful tax planning cases over years, our planning is detailed, well-worth to save you money, time and prevent potential issues. Our Firm assists you from simple to complex tax, business or accounting planning cases to achieve your target goals. Our CPA, CAA, EA and our Team work with you thoroughly with dedications every step of the plan. Our planning includes but not limited to your needs:
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Individual Federal and State tax planning
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Active business operations & business tax planning
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New business & business tax planning
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Retirement tax planning
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Trust, Estate and Gift tax planning
Our Firm tax planning strategies and goals include:
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Analyze your financial and tax situation
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Identify allowable tax saving options
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Identify allowable deductions or credits
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Identify strategies to minimize your taxes
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Propose suitable solution options for your case
Individual Tax Planning
Individual Tax planning works in many ways: either you expect to pay tax dues including but not limited to your unanticipated income, capital gains from stocks, stock options, property & investment sales, have investment losses or even family status changes, etc., Each tax planning is tailored to your situation and they vary from cases to cases. Tax planning will help ahead of time what to expect, filing requirements, regulations to avoid unnecessary penalties, interests and save taxes. You have consultations and planning advisory with our CPA, CAAs, EAs to assist you. Our Firm provided many years of tax planning advisory. We have resolved and closed thousands of complicated tax situations with best results. Leave your tax and business planning for us with a peace of mind. Our tax planning includes:
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Your case is reviewed and analyzed
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You obtain best tax saving and solutions suitable to your preferences
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Your questions will be answered from technical and practical perspectives
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Your advisory planning is customized, professional. It saves time & efforts
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Online or Onsite Planning
Business Tax Planning
An effective business tax planning reviews financial statements, plan, advise to help business owners optimize tax savings, retain more equity for current operations and future growth. Tax planning develops based on various areas including but not limited to gross income, deductions, net income and potential Federal and State tax liabilities for projected tax planning. If your business expects growth or has tax issues from net income or profits, we will work with you. We tailor and customize your business tax planning to your business situation. You have consultations and planning with our CPA, CAAs, EAs. Our Firm provided many years of tax planning advisory. We have resolved and closed thousands of complicated tax situations with best results. Leave your business tax planning for us with a peace of mind. Our tax planning includes:
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Your case is reviewed and analyzed
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You obtain best tax saving and solutions suitable to your preferences
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Your questions will be answered from technical and practical perspectives
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Your advisory consultation is customized, professional. It saves time & efforts
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Online or Onsite Planning
Business Planning
A business planning is desirable for management to know business financial status for growth or reduction. While tax planning is for external reporting, business planning is for internal management. Per Generally Accepted Accounting Principles, business Income Statement and its Balance Sheet are closely connected to each other. Our business planning reviews both Income Statement and Balance Sheet of your business. If you expect expansion or have some issues, we work with you to plan and advise for your goals. We customize business planning to your business situation. You have consultations and planning with our CPA, CAAs, EAs. Our Firm provided many years of planning advisory, resolved and closed thousands of complicated tax situations with best results. Leave your planning for us with a peace of mind. Our planning includes:
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Your case is reviewed and analyzed
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You obtain best solutions suitable to your preferences
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Your questions will be answered from technical and practical perspectives
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Your advisory consultation is customized, professional. It saves time & efforts
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Online or Onsite Planning