Tax Planning

Entrepreneurs have the ability to utilize tax deductions not available to the W2 individual.  Our goal is to take advantage of the 6,800+ pages of tax deductions, tax credits, and tax exemptions that Congress and the Internal Revenue Service (IRS) will allow.  These tax breaks and tax strategies offer ways for entrepreneurs to reduce their taxable income – both today and in the future.

Items we review with our tax planning services:


    • Annual Tax Return Analysis
    • Business Entity Analysis
    • Company & Personal Retirement Plan Setup and Managment
    • Charitable Giving Strategies