401K contributions – defer your taxes and save for retirement
IRA planning – are you on the right plan for your needs?
HSA’s – have you thought of HSA’s as a tax saving tool?
Capital gains – sold a property? Thinking of selling a property or investment? Not sure how much depreciation has been taken or how much you may owe? We can help you plan the sale in a way that results in the lowest possible taxes owed
Own foreign accounts? You may be subject to foreign income and account compliance reporting: FBAR & Form 8938
Starting a new business? Not sure how to incorporate or if you should at all? We help individuals find the right type of organization and structure for their needs. Whether it be a single person LLC, partnership, C corporation, S corporation or a combination thereof – we can help you with the right structure to minimize the taxes you pay
Assessing the impact of any business losses for carryback or carry forward
Estimating income tax to ensure you don’t get hit with penalties and interest at year end
Section 179 depreciation – bought a new asset? You may be entitled to deductions
Planning the timing of paying expenses and receiving income for cash basis taxpayers – reduce your tax burden by micro managing the timing of your revenue and expenses
IRA’s and 401K’s for self-employed individuals – Entrepreneurs: Fear not! Retirement planning is not only for salaried individuals. There are several plan options that help self-employed individuals get deductions and plan for future retirement