Strategic Tax Planning
Tax Savings Need Tax Planning
When it comes time to file your tax return, there are limited options at your disposal to reduce your taxes. When you're really looking to save significant tax dollars, you need to be executing on a tax planning strategy during the year. This is because much of what gets reported on the forms that go to the IRS is a record of the transaction that occurred during the year.
Unlike most CPA firms that just prepare tax returns and don't talk to their clients again until next year, we've assembled a comprehensive list of tax planning strategies that we actively work on with our clients to achieve unparalleled tax savings. If you're tired of feeling like you're giving away too much of your money to Uncle Sam, we're here to help.
We'll gather all of your previous years tax returns, and your year-to-date paystubs and other relevant statements.
We'll setup a meeting to go over everything and provide our recommendations.
We'll help you implement the recommended strategies so you can begin reducing your taxes
Suzi Drennen is the most knowledgeable, conscientious, and responsive CPA I have ever known—which is why I’ve stayed with her for more than 10 years. She is honest, has always gotten back to me quickly even at the height of tax season, and has saved me thousands of dollars over the years. The icing on the cake is that Suzi’s easy to work with and on top of that, a great person! She and her firm are tops!