We offer tax planning to assist our clients’ tax goals, whether they seek to structure their tax return to yield a refund, owe, or attempt to breakeven. This service is of value when unusual events occur, such as a sale of a residential or commercial property, no longer claiming a dependent, business merger or acquisition, retirement transition, or a death in the family. Another area of planning involves taking advantage of tax code opportunities and changes. Examples include purchasing capital assets to maximize depreciation and harvesting losses to offset gains, where applicable. Regardless of our clients’ tax goals, we utilize tax planning to eliminate surprises and avoid unnecessary underpayment penalties.
