My Tax Planning Services
I offer personalized tax planning services to help individuals and small businesses reduce their income taxes and keep more of what they earn. I look at your full financial picture to find smart ways to lower your taxable income—like using deductions, tax credits, retirement plans, and business expense strategies. Whether you’re planning for the current year or thinking ahead, I create clear, legal plans that fit your goals and follow all IRS rules. With the right tax plan in place, you can save money now and stay prepared for the future.
Smart Tax Planning for Personal and Business Income
I help families and small businesses build tax planning strategies that lower how much income tax they pay. First, I talk with you to understand what money you earn, your business profits (if you have a business), and the things you spend—like home office costs or business equipment—that you might deduct. I look for tax savings like retirement plan contributions, health savings accounts (HSAs), and qualified business income (QBI) deductions, which let you reduce taxable income all in a smart, legal way. Then I help you plan when to recognize income or pay expenses—like delaying income or speeding up expenses—so your tax bill is smaller this year.
I don’t just help individuals—I do it for businesses too. For business owners, I build tax plans using things like S‑Corp structure savings, Section 179 deductions (which let you write off equipment costs now instead of over years), and tax credits like work‑incentive or research‑and‑development credits. We also review employee benefits and retirement plans—like SEP IRAs or Solo 401(k)s—to reduce taxes and help you plan for the future . The plan is always personal—based on your income, goals, and the law—to make sure you keep as much of your money as possible.
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