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IT'S NOT WHAT YOU MAKE, IT'S WHAT YOU KEEP

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Tax Planning Benefits

  • Grow and preserve assets by keeping Uncle Sam out of your pockets.
  • Defer income so you can keep your money now and .
  • Reduce your income tax so you keep more of what you make.
  • 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.

 

We Are Enrolled Agents

Enrolled Agents (EA)s are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS.

Therefore, only Enrolled Agents are certified by the Department of Revenue in the IRS. Enrolled Agents, Attorneys, and CPAs have unlimited rights to represent taxpayers before the IRS. But a CPA is certified by the state.

While an Enrolled Agent, unlike attorneys and CPAs, who are state licensed and who may or may not choose to specialize in taxes, all enrolled agents specialize in taxation.As a result, Enrolled Agents are America’s Tax Experts!

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ALL PURCHASES ARE TAX DEDUCTIBLE!

 

Here’s just a few of the Income Tax Saving Strategies we use…

Splitting income among several family members or legal entities in order to get more of the income taxed in lower bracket.

Shifting income or expenses from one year to another in order to have them fall where it will be taxed at a lower rate.

Deferring tax liabilities through certain investment choices such as pension plans, contributions and other similar plans.

Using certain investments to produce income that is tax exempt from either federal or state or both taxing entities.

Finding tax deductions by structuring your money to pay for things you enjoy, such as a vacation home.

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