Your Tax plan is tailored to you. Below are the items we reviee and deliver for you in your detailed tax plan report. .
Tax Strategy Development: Identification of applicable tax deductions, credits, and deferral strategies.
Tax Savings Estimate: Projections of potential tax savings based on different scenarios.
Entity Structuring: Evaluation of entity structures for tax efficiency (if applicable).
Income Shifting Strategies: Recommendations on deferring or accelerating income and expenses.
Retirement & Investment Tax Planning: Analysis of tax-efficient retirement contributions and investment strategies.
Business Tax Optimization: Review of business expenses, deductions, and potential tax incentives.
State & Federal Tax Considerations: Assessment of multi-state tax obligations and federal tax strategies.
Audit Risk Evaluation: Identification of potential red flags that may trigger an IRS audit.
Implementation Guidance: Recommendations on executing the tax plan with actionable steps.
Tax Plan Report: A final report summarizing strategies, estimated savings, and next steps.