Individual Tax Planning & Preparation

Tax planning saves you money.

By looking at your individual income and tax situation, we are able to identify all of the possible ways to reduce the amount you pay in taxes so that your after-tax income remains as high as legally possible. Because tax laws are complex and change frequently, we continually reeducate ourselves in order to maintain our mastery of the tax law, tax code, and tax regulations.

Below are just some of the ways we can help you keep your money in your pocket:

  • Adjust your payroll withholding to get more money back each week
  • Defer income so you can keep your money now and pay less taxes later
  • File electronically so that you can receive your refund faster
  • Split income among entities to remain in a lower tax bracket
  • Shift income or expenses so that they fall where they will be taxed at a lower rate
  • Defer tax liabilities through various investment choices
  • Choose investments where income is tax exempt
  • Identify tax deductions in things you would enjoy such as a vacation home

Call us today and we can help you reduce taxes on your income, estate, gifts, investments, and retirement distributions so that your money can work for you and grow for you as much as possible.


Call us today at 203-933-1679

Worry free finance management is just a phone call away.

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