Tax Services

Tax Planning vs. Tax Preparation

Tax planning is a plan, from a tax perspective, to reduce your federal and state taxes and prepare you for retirement. Tax preparation is preparing your tax return after the year is over when most opportunities to reduce taxes are gone. Business owners use tax planning to reduce taxes and prepare for retirement.

Reduce Taxes and Prepare for Retirement

Our tax planning and preparation services reduces your federal and state taxes and prepares you for retirement. We gather your tax and retirement information, develop a tax and retirement plan, implement the plan, analyze and communicate results, recommend improvements, and make revisions.