Tax Projection & Tax Planning
Tax Projection - Not sure how much to pay in estimated taxes? Getting a huge tax bill when filing your taxes? Avoid surprises by getting a projection that estimates how much your tax bill will be so you can take action and start saving.
Tax Planning - Is your business entity the best one for tax purposes? Do you own several businesses and want to minimize taxes? Do you own rental property? A Tax Plan can help you not only knowing how much you will owe but also find the best strategies you can implement to reduce your taxes in the long run.
What's included in Tax Planning services?
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Tax Planning Is For The Long-Term Not Only This Year
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Considers Your Goals To Find The Best Strategies That Will Help Achieve It
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Incorporates All Your Income Sources, Expenses, and Personal Situation
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Adjust To Your Preferences Of Risk
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Analysis Your Legal Entity Selection To Find The One That Matches Your Goals
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Gives You a Clear Understanding Of Your Current and Future Tax Position
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Avoids Surprises When Filing Your Taxes
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We Help You With Implementation and Documentation
Our Workflow:
Review Tax Returns
Estimate Savings
Accept The Proposal
Gather Information
Research Strategies
Develop The Plan
Meeting To Go Over Plan
Support For Implementation
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My Books and Taxes empowers lawyers by reducing the administrative work so that they can help more clients and a better client experience.
