Tax Planning

While filing a tax return is required for the majority of companies and individual taxpayers, tax planning is an equally important component that is often overlooked. Our accountants can discuss tax planning strategies with you to help minimize the tax burden you may face, assist in retirement, estate or education planning, or simply go over recent changes in tax law that may affect you or your business.

We recognize that tax planning is a personal task; therefore, we will walk through all major decisions that need to be made so that you feel confident with your tax situation.

The benefit of early tax planning is that it can help make your financial goals either more attainable, or can help you reach them more quickly. To be the most effective, tax planning should be done before the end of the year so that you can enjoy the benefits of the implemented tax strategies in that tax year. Francis & Company can assist you with tax planning at any time during the year.

We recommend Tax Saving Strategies that help you...

• grow and preserve assets.
   
• defer income so you can keep your money now and pay less taxes later.
   
• reduce taxes on your income so you keep more of what you earn.
   
• reduce taxes on your estate so your family keeps more of what you've made.
   
• reduce taxes on your gifts so you can give more.
   
• reduce taxes on your investments so you can grow your wealth faster.
   
• reduce taxes on your retirement distributions so you can retire according to your goals.

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