Tax planning is a plan, from a tax perspective, to reduce federal and state taxes and prepare for retirement. Tax preparation is preparing the tax return after the year is over when most opportunities to reduce taxes are gone. Business owners use tax planning to reduce their taxes and prepare for retirement.
Our tax planning and preparation services enable you to reduce your taxes and prepare you for retirement. We gather your tax and retirement information, develop a tax and retirement plan, implement the plan, gather, analyze, and communicate results, recommend improvements, and make revisions.