Tax Planning
Tax planning is an integral part of your financial and retirement plan. Included in our tax planning services are the following:
- income tax estimates for current and future years
- strategies to minimize taxes in current and future years
- strategy to withdraw from various investment vehicles in an optimal tax efficient manner
Tax Preparation
As a complement to our tax planning services, we also provide income tax preparation and other accounting services:
- bookkeeping
- personal tax returns
- corporate tax returns
- estate returns
- trust returns
- final return
- U.S. returns
In addition, we review prior year tax returns for errors and will prepare the necessary adjustments.