For clients who desire it, we also offer tax planning services such as retirement account recommendations, business entity selection, scenario analysis and tax projections for additional fees.

Tax law is always changing and we're here to help. This is an area that can result in significant tax savings for higher net worth clientele, businesses, and self employed individuals.

The Tax Cuts and Jobs Act (TCJA) of 2017 is a recent example of how quickly changes in tax law can completely overhaul tax planning and business entity selection.

We can also project your Income for the subsequent year and recommend estimated tax payments for your individual return or PTET payments for your business returns if need be.

Don't leave money on the table, contact us now for a planning session.