Tax Planning Strategies and Reports

We do everything we can to assist you in your tax preparation given the numbers and forms you provide us. But what about future planning? Do you want something more advanced? We have the solution. Our seamless connection to your tax history information and the new advisory database service allows us to give you more immersive findings. The savings are substantial and can affect every future year. This diagnostic will uncover tax savings!

Just some of the tax strategy categories:
❖ Bunching deductions
❖ Tax bracket shifting
❖ Cost segregation studies
❖ Tax-loss harvesting
❖ Guidance on tax entities
❖ Income and deduction timing

Request your personalized ProAdvise Tax Plan today!