Tax Planning

Would You Like to Shrink Your Yearly Tax Burden?
Our Proprietary Plan Will Minimize Your IRS Liability.

Our tax professionals focus on mastering the nuances of tax law, complex tax codes and staying up-to-date on changes that will affect your tax returns throughout the year.

We do this because we know that planning is the key to valuable tax savings and we want to help you plan for greater income by implementing tax savings strategies throughout the year that will benefit you all year long.

Our clients pay the least amount of taxes allowable by law because we help them look for ways to minimize their tax burden.

Let us help you with your tax planning, too!

Did you know, for instance, that you can…

9

Move your income into lower tax brackets by splitting income among family members or legal entities.

9

Shift income and/or expenses to different years in order to best take advantage of lower rates.

9

Defer tax liability through some types of investment options.

9

Avoid tax liability through some types of investment options, both on the federal and state level.

9

Increase your tax deductions by purchasing things that you enjoy.

These, and other Tax Saving Strategies will help you:

9

Benefit from the growth and savings of your own assets by keeping them out of the government’s hands.

9

Reduce taxes on investments so that you can grow your money quicker.

9

Keep more of what you make by reducing your taxed income.

9

Defer income in order to keep your money now and pay your taxes later.

9

Understand estate taxes and planning so that your family gets to keep more of what you make.

9

Give money while reducing taxes to maximize your giving potential.

9

Plan for retirement in ways that best benefit you rather than the IRS.

When you become our client, you are paying for a tax planning service that will pay you back. Most of our clients experience tax burden relief, as well as time saved and peace of mind. Our fees are often paid back through the reduced tax liability you will enjoy as part of our planning and legitimate tax savings strategies.

Let Us Help:

Will Your Mobile County Company Be Giving Year-End Bonuses?

The plot to one of the most iconic Christmas movies of all time, Christmas Vacation, centers on one holiday hope: the year-end bonus.Clark Griswold, as "the last true family man", decides he will use his promised year-end bonus to install a pool in his family's...

Practicing Thankfulness in Your Gulf Coast Business

Does your Gulf Coast family sit around the table at Thanksgiving dinner and share something they’re thankful for?I’ve been at those holiday meals many a time. I appreciate the intent, and will admit it’s usually effective in getting me to feel more grateful, but I do...

7 Essential To-Dos For Your Gulf Coast Business Team

Before the holiday craziness kicks in, let’s remember: the end of the year is a golden chance to play with the calendar in your business' favor.Whether it's diving into year-end profit metrics, sorting out staff bonuses, or launching some targeted marketing to catch...

3 Fixable Financial Mistakes Sinking Your Gulf Coast Business

Though the days are getting shorter and the weather is taking a turn, there are some great revenue reasons to get excited about the next two months.As we round the bend into Black Friday territory (which for many began at the end of October), it’s time to get nimble...

Are Gulf Coast Consumers Exhausted by Tip Screens?

How much tipping is too much? The drain on the consumer wallet right now is real. Everything costs more and everyone seems to be wanting more of your dollar. So, when businesses swivel that screen around with requests for 15, 18, or 20% tips on an order, it’s no...

Harnessing Your CRM for Sales in Your Gulf Coast Business

Well, before I dive into today's dose of real world business strategy, let me ask you, have you revisited your 2023 business goals and made a plan to reach them before the end of the year?Goals aren’t a set it and forget it kind of thing. You’ve got to revisit them...

Using KPIs For Your Gulf Coast Business

Being able to reasonably forecast upcoming problems has become an essential skill for Gulf Coast business owners -- but too many are flying blind, or doing "bank balance accounting." Can we help you fix this? Using KPIs For Your Gulf Coast Business "It is common sense...

Are Your Gulf Coast Business’s Receivables Slowing Down?

One of my favorite things about what we get to do around here is helping our Gulf Coast clients find "missing money" in their businesses. Whether it's through cost reductions, profit analysis, tax planning (LOTS of money can be saved there), or other means, what we...

Use These Financial Reports For Business Decisions By Accelerated Accounting

How do you make financial decisions for your Gulf Coast business? Do you set aside time to review your actual financial reports, or are you committing "bank balance bookkeeping"? You know what I mean: checking your business bank account daily as a measurement of your...

Struggling Gulf Coast Businesses: Careful With Price Reductions

If you're struggling in your Gulf Coast business, tempted to do some price reductions to drum up sales, and not getting the traction you need... I have a quick thought for you today. Struggling Gulf Coast Businesses: Careful With Price Reductions “Despite your best...

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!