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Financial Tally

Tax Planning Services

We plan for taxes using a proactive, Profit First approach. By implementing this cash flow system alongside our tax strategies, we ensure you always have money set aside for tax liabilities so you’re never caught off guard. Our method gives you clarity and confidence by allocating a percentage of your income to taxes as it comes in, so you can stay focused on growth while we help minimize your tax burden. The result? You keep more of what you make — and always have the funds ready when tax season arrives.

Schedule a Discovery & Fit Call!

Lack of tax tax planning can get you and your business into trouble quickly. Help reduce that stress by having tax strategies in plance ahead of time.

Some ways we assist you with tax planning are by...

  • Helping you to defer income so that you can save money now and pay less taxes in the future

    • Lower taxes on your income so that you can keep more of your earnings
    • Lower taxes on investments and retirement distributions so that you
      can maintain your lifestyle and much more
    • Finding legal tax deductions that can work for your particular situation

    Tax Compliance Vs Tax Planning

    Tax Compliance

    The aim of tax compliance is to follow the rules of tax law, file
    the returns and forms necessary, and pay any tax due by the deadline. The focus is on transactions that have already occurred in the past.

    Tax Planning

    The aim of tax planning is to find legal ways of postponing tax and/or minimize your tax liability. We accomplished this
    by implementing tax strategies relevant to your specific situation and forecast various outcomes

    We offer a Proactive Approach to Our Clients Tax Planning Needs

    We conduct regular review meetings with our consulting clients. The timelier we receive information, the more proactive we can be when specific situations come up.