Tax Planning

WE WORK FOR YOU NOT THE IRS: Our Arizona Tax Planning Agency in Wickenburg Serves You Not The IRS.

Tax Planning is the key to successfully and legally reducing your tax liability.

It is our priority to be on top of the current tax law, complex tax code, and new tax regulations, to assist you, the individual or business client, to pay the least amount of taxes by law, throughout the year, as well as at year’s end.

We recommend Arizona Tax Planning, Tax Saving Strategies that help you….

  • Grow and maintain assets by reducing your taxes
  • Defer income tax so you keep more money now, and pay less tax later.
  • Reduce taxes on your income so you have more money in your pocket
  • Plan ahead to reduce inheritance tax so your family is not burdened with excessive taxes
  • Plan your gift giving so there is a minimal gift tax and you may give more
  • Reduce taxes on investments so there is more money to invest
  • Reduce taxes on retirement distributions so you can enjoy your retirement more.
  • Splitting income among several family members or legal entities to get the income taxed in a lower bracket
  • Shifting income or expenses from one year to another to have them show up where it will be taxed at the lowest rate.
  • Deferring tax liabilities through certain investment choices
  • Using certain investments to produce income that is tax exempt

Refer a Client get a discount on your next tax service:

Get a $25 discount off your tax return preparation this year, or a credit on your account for next year’s tax return.

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