Tax Planning

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Planning Taxes In Edmond, OK

Are you tired of getting blindsided with a huge tax bill come April 15?  I've met with many clients over the last 8 years with this same problem.  They know that they are going to owe, but are not sure how much. When their accountant finishes their return, they are shocked at the amount due but now it is too late to do anything about it.  

I will strive to make sure that doesn't happen to you.  Let's plan ahead throughout the year to make sure you are paying the proper amount of estimated taxes. 

Tax planning is the key to successfully and legally reducing your tax liability. I go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

I make it a priority to enhance my knowledge of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars.

Businesses and individuals pay the lowest amount of taxes allowable by law because I continually look for ways to minimize your taxes throughout the year, not just at the end of the year.

I recommend Tax Planning Strategies that help you...

  • grow and preserve assets by keeping Uncle Sam out of your pockets.
  • defer income so you can keep your money now and pay less taxes later.
  • reduce taxes on your income so you keep more of what you make.
  • reduce taxes on your estate so your family keeps more of what you've made.
  • reduce taxes on your investments so you can grow your wealth faster.
  • reduce taxes on your retirement distributions so you can retire in style.

Here are just a few of the Tax Saving Strategies I use...

  • Splitting income among several family members or legal entities in order to get more of the income taxed in lower bracket.
  • Defer income or expenses from one year to another in order to have them fall where it will be taxed at a lower rate.
  • Deferring tax liabilities through certain investment choices such as pension plans, contributions and other similar plans.
  • Finding tax deductions by structuring your money to pay for things you enjoy, such as a vacation home.

Remember, I work for you not for the IRS. Many of my clients save many times the fee in reduced tax liability through careful planning and legitimate tax strategies.

I am a local Edmond CPA. If you'd like to receive more information about my Tax Planning Service, please complete this form.

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