Tax Planning
Strategic tax planning for individuals and businesses.
from $199
Development of an individual strategy to reduce tax liability, taking into account income structure, taxpayer status, and long-term financial goals.
The service includes:
- Development of a strategy for legally reducing taxes
- Retirement contribution planning — (401(k), SEP-IRA, and other tools)
- Projected tax liability calculation
- Analysis of income structure and potential tax risks
- Optimization recommendations through the end of the current tax year