Tax Planning

As we approach Thanksgiving we are thankful for all of our clients. We really enjoy working with them and helping them plan ahead while minimizing their tax burden. If you need to plan ahead or want to know where you stand with your 2013 taxes we can project your tax bill (or refund) ahead of time. This can open up many options for you to either save money or stay in a consistent tax bracket.

There are times when spending money to save on taxes isn’t the answer. We can evaluate all of those things through our year-end tax planning meetings. Many of our clients utilize them.

In addition, our year-end newsletter will be going out in December with many items for you to think about including tax-saving information. If you have any questions about your 2013 income tax, contact us to schedule an appointment.