Keep More of Your Money?

Tax Planning is the Answer!

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Keep More Money!

Tax Planning involves using strategies to reduce your future tax bills; to find ways to stabilize the amount of tax due from one year to another, and estimate the correct amount of funds you needed in order to satisfy your year-end tax bill. Our licensed tax professionals pinpoint proactive tax saving strategies that maximize your post tax income in a legal and compliant manner.

You are our priority. We are driven to constantly enhance our proficiency in current tax law, complex tax code, and newly introduced tax regulations. We closely follow updates and regularly participate in continued educational seminars, all to better guide our clients.

Businesses, as well as individuals, pay less taxes, as allowed by law, because of our relentless year-long drive to search out ways to reduce your taxes. This is what we do for you n on-stop. We don’t wait until the end of the year.





Money Saving Tax
Planning Tips

  • Grow and protect your assets – because we help you lose less to taxes
  • Defer income - more money now, with less taxes later
  • Minimize income taxes - you keep more of what you earn.
  • Minimize estate taxes - your family loses less to federal taxes.
  • Minimize Gift Taxes- more to give, if you choose.
  • Minimize taxes on your investments - grow your wealth faster.
  • Minimize taxes on your retirement distributions – more options on your retirement lifestyle.

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* is a privately operated consumer advocate service that offers consumers valuable news, and resources, as well as access to CPAs across the nation.*

* is not a law firm and does not give legal advice or opinions and does not charge fees for services and does not accept payments from consumers for any services.*
12373 Kinsman rd, Newbury, Ohio 44065