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Tax Planning and Consulting

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Every year it’s the same: Tax Time. Stressful? Yes. While we do not enjoy doing our taxes, let alone paying them, Vanessa Freund, cpa is here to make your financial life easier, which includes offering the service of tax planning and consulting to clients who we prepare their tax returns. Don’t get caught in the last-minute tax trap! Be prepared for what’s to come in the next tax season by taking full advantage of our tax planning and consulting services.

Decrease Tax Liability

Effective tax minimization begins with establishing long-term tax strategies and objectives and is maintained with consistent annual forecasting and mid-year tax planning.

Be Prepared – Don’t React – Stay Current on Tax Laws

We prefer to take a proactive instead of reactive approach to tax services, so we keep current on new tax laws and legislation which allows us identify key tax planning opportunities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year.

Questions? – Plan Ahead!

We’ll help you plan and answer questions about the effects of withholdings, estimated taxes, investments, retirement contributions and distributions to minimize unpleasant surprises when filing your taxes. Tax planning and tax forecasting services for individual and business clients are some of our core competencies.

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