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

We remain proficient in current in tax law, complex tax code, and new tax regulations by attending frequent tax seminars.

Here's just a few of the Tax Saving Strategies we use...

• Shifting 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.
• Selling stock held in portfolios with realized losses in order to offset capital gains recognized during the year. 
• Converting traditional tax deferred accounts to Roth IRAs in years when tax rates fall.