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16103 W Little York Rd., Suite D, Houston, TX 77084

Tax Planning

The Importance of IRS Tax Planning

Good planning is the best way to successfully file your taxes and reduce your tax obligation. We understand the importance of tax compliance, and our recommendations and strategies will help you minimize your tax burden and retain as much of your income as possible.

New tax regulations can take effect each season, and we are serious about staying current regarding tax codes. We attend tax seminars to ensure that we can guide you through the complexities of the current tax code with professionalism and competence.

Our individual and business customers have lower tax obligations at tax time, and this is due to our continued efforts to highlight options for minimizing tax dollars throughout each year. We do not wait until the end of the year to begin examining your taxable income.

Please Contact our office for additional information about our IRS tax planning services.

We recommend the following IRS tax planning strategies:

  • Protect your assets as you strive to make them grow.
  • Minimize the tax that will affect your income.
  • Minimize the tax that will affect your estate in order to ensure that your family receives the maximum benefit.
  • Minimize your gift tax so you can increase your giving.
  • Minimize your investment tax so you can increase your wealth more quickly.
  • Minimize your retirement distribution tax so you have the funds you need to retire as you prefer.

Our IRS tax planning strategies focus on:

  • Distributing income between legal entities or family members to keep clients in lower tax brackets.
  • Moving expenses or income from one tax year to another in order to achieve the lowest tax rate possible.
  • Delaying tax liabilities by suggesting contributions, pension plans, and other sound investment choices.
  • Creating income that is exempt from state or federal taxes by suggesting specific investments.
  • Uncovering tax deductions that allow your money to be structured for the things that matter most to you.
  • We are here for your benefit, and not for the benefit of the IRS. We want you to have a successful IRS tax filing, but with the savings that you deserve.

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