We ask the right questions to understand your tax situation. Make sure you have a tax plan.
We offer sound, proactive tax planning for individuals and businesses. We stay in the know through research and detailed analysis of the tax code to find tax strategies to lower your tax bill and raise your cash flow, keeping you on track to reach your financial goals.
We find the hidden economic opportunities in relevant tax laws and specialize in finding solutions to minimize your tax liability and simplify your financial life.
Here are some of the important tax planning services we offer:
• Selecting the proper tax structure for your business.
• Calculating annual tax projections for individuals and businesses.
• Thinking forward to handle those ‘life happens’ moments.
• Preserving your assets so you keep more of your income.
• Deferring income so you keep more now and pay less later.
• Evaluating estate and gift taxes.
• Reducing taxes on your investments.
• Reducing taxes on your retirement distributions.
“As first-time small business owners, we’d be lost without Treacy. She keeps us organized and up to date. She is easy to work with, always available to answer questions, no matter how mundane, and explains everything in plain English so that even we can understand! We highly recommend her.”
Serena and Crissy, small business owners.