Tax Consultation

What do you want to chat about? You probably have a good list of things on your mind, and that usually springboards into other topics. In general, we try to touch on high level issues such as tax savings and planning, income modeling, capital gains, rental properties and real estate investments, tax deductions and deferrals, retirement plans, trusts, long-term care, estates and probate, just to name a few. Really!

For business owners, our Periodic Business Review (PBR) is a wonderful agenda and is a good place to start. For families who are looking for ways to minimize taxes and plan for the future, our Tax Planning and Financial Tune Up Agenda is an equally good place to start.

For everybody, our “Am I doing everything?” checklist is another wonderful tool to explore tax reduction strategies.

Our job is to serve you. And to do that, we need to discover your goals and find out where you want to be. Next we find holes in your financial or business life, and unveil problems and predicaments that are getting in the way of reaching your objectives. And finally we need to continuously evaluate the plan and tweak as necessary. You know this of course- but you also know that you might need an objective outside voice.

And as Clint Eastwood once said in Dirty Harry, “A man’s got to know his limitations”. In other words, we are not interested in billable hours. We are only interested in providing you with sound advice. So if we feel that we cannot comprehensively and accurately deliver the information you need, we will provide referrals of other trusted professionals.

Click on the buttons below to read about our tax planning and business consultation services including Period Business Reviews, Tax Reduction Strategies, Year-End Tax Planning, among other exciting information. Anyone can balance a checkbook or put the right numbers on a tax return, but proper consultation and plan execution is necessary to stay ahead of the tax obligations and changing tax code.