Services Introduction

Tax Planning

Business Tax Review

Tax reviews reveal that many individual clients would have saved substantial tax liability, or cut costs, if they had consulted with us on a regular basis. Some areas where pre-planning may generate substantial savings are:

• Change in Employment Status

• Retirement

• Purchase or Sale of Rental/Investment Real Estate

• Purchase or Sale of Personal Residence

• Refinancing of Real Estate Property

• New Business Startup

• New Business Funding

• Sale of Business

• IRA/Pension Plan Withdrawals

• Investment/Financial Planning

• Cash Management

If you are anticipating any of the above during 2005-2006, discussing these matters now may decrease your tax liability or save you an unpleasant surprise next year.

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