Tax Planning

Planning is the key to successfully reduce your tax liability.  I am in close contact with my clients and am always available to answer any questions.  By understanding a client's plans and intended actions, I proactively recommend tax saving strategies to maximize income. I work for you, not the IRS or state authorities and fully endorse and encourage a client's right to save on taxes.

"Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury.  There is not even a patriotic duty to increase one's taxes.  Over and over again the Courts have said there is nothing sinister in so arranging affairs to keep taxes as low was possible.  Everyone does it, rich and poor alike and all do right, for nobody owes any public duty to pay more than the law demands." 
Judge Learned Hand (1872 - 1961), Judge, U.S. Court of Appeals (Background on Learned Hand)  

Financial Planning

Reducing taxes by effective tax planning produces a clear economic benefit to individuals and businesses and improves their overall financial well-being.  Additional value can then be obtained through professional guidance and assistance in assessing your financial position.  I will work closely with your other financial and business advisors or directly with you to develop a comprehensive financial plan.

For individuals, I can assist by analyzing and projecting future years and the associated tax burdens.  By examing your current financial situation and considering your future financial needs and goals, a plan can then be developed on how best to meet such needs or meet such goals.  For businesses, I can assist by analyzing the tax repercussions of future business objectives such as expansion into additional states or foreign countries or planned business acquisitions and sales.