Proactive Tax Planning

Quote from Judge Learned Hand, U.S. Court of Appeals:

“Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury. There is not even a patriotic duty to increase one’s taxes. Over and over again the courts have said there is nothing sinister in so arranging affairs to keep taxes as low as possible. Everyone does it, rich and poor alike and all do it right, for nobody owes any public duty to pay more than the law demands.”

Based on the above quote, we firmly believe PROACTIVE TAX PLANNING is the key to successfully & legally reducing your tax liability.  Going beyond simply preparing your tax return, we recommend specific Tax Planning Strategies to maximize your after-tax-income.

There is a certain mystique that has grown up around tax planning and tax cutting techniques. We are here to put tax planning in plain English without complicated spreadsheets, or complex IRS “doublespeak.” All strategies are court-tested and IRS approved.

Simply put, our written Tax Plan will tell you what to do, how to do it and when to do it.

Our businesses and individuals clients pay the lowest amount of taxes allowable by law because we continually look for ways to minimize their taxes throughout the year, not just at end of year.

There are actually several basic tax cutting strategies, and most tax plans involve one or a combination of them. Here’s just a few of the strategies we use:

  • Splitting income among several family members or legal entities in order to get more income taxed at lower brackets.
  • Shifting income or expenses from one year to another in order to have it fall where it will be taxed at the lower rate.
  • Deferring tax liability through certain investment choices and through retirement plan contributions
  • Investing your money to produce income that is exempt from either federal or state income tax, or both.
  • Finding tax deductions by structuring your money to pay for things you enjoy, such as a vacation home.
  • And there is more.


Call us for a no-charge tax diagnosis. We will discuss your tax and financial situation and determine how we can help you.