Individual Tax Planning

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The act of filing a tax reason itself isn’t always that complex… it is what you do with that information that determines how well your tax situation will shape out every year. Our individual tax planning services provide for maximum flexibility… as your life changes so too does your tax situation change.

We offer pre-scheduled Annual Tax Planning after the filing deadline of October 15th and more “ad-hoc” services after busy season in April depending on the needs that arise from our clients as the year progresses.

Annual Individual Tax Planning

 

In our Tier III Individual taxation filing services plan, we provide an end of year tax planning meeting with one of our Senior Tax Managers. We cover a variety of topics at hand that change every year based on the most recent tax laws that have gone into effect. Some of those topics might include:

  • Maximizing your charitable contribution deduction
  • Optimizing your Requirement Minimum Distribution to maximize tax savings
  • Maximizing your retirement savings
  • Projecting your tax liability to determine your estimated tax payment schedule
  • Determining  if there are any “last minute” tax savings strategies you should consider
  • Adjusting your withholding so you don’t owe next year
  • Plus many, many more topics plus others you may have

We tend to have these meetings in November, December and January for maximum effect – but we’ll sometimes meet in other months. If you know you need these services then we recommend signing up earlier in the year because we only have a limited number of slots available that we squeeze in around seeing our families over the holidays.

 

“One-Time” Tax Planning Services

 

We get it… life happens and taxes aren’t always at the top of your mind like they are ours. No problem! Any of our Tier I and Tier II clients can schedule an individual tax planning meeting with our Senior Tax Managers to discuss any number of potential topics, including some of the most popular:

  • Capital Gains tax calculation from a windfall
  • Income fluctuation from the receipt or liquidation of stock options or RSUs.
  • Gain Calculation on Sale of Personal Residence
  • Moving to a new state

We’ll also work with your financial advisor (or let us know if you need one) to discuss how the tax on the above effects your overall financial plan. These meetings typically occur from May – December outside of busy season but you can sign up at any time to see our availability.

 

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