Income Tax Planning

Maximizing deductions and minimizing taxes are major goals of most financial plans. Individual tax rates, available funds, tolerance for risk and other factors must be taken into account when developing tax planning strategies.

Our services in this area include:

  • Current income tax projection, withholding analysis and estimated tax-planning.
  • Analysis of the applicability of the alternative minimum tax.
  • Evaluation of appropriateness of lRAs, Keogh Plans, SEPs, non-qualified deferred compensation plans and/or salary reduction plans.
  • Preparation of federal and state individual and fiduciary income tax returns.
*additional fee