WAITING FOR CONTENT

Many new clients that come to us for tax planning oftentimes do so when faced with unexpectedly large tax bills of thousands to hundreds of thousands of dollars they weren’t prepared to pay. Unfortunately, once the year is over and events are set in stone there’s only so much we can do. The situation becomes akin to maximizing an insurance payout after your house has burned down. Yes, the payout is nice, but wouldn’t it have been even better if your house hadn’t burned down in the first place?

Proper tax planning is the difference between rebuilding your house, and proactively realizing we can move the dozen open candles you left near your curtains to instead be next to your garbage to mask the smell while also saving you thousands of dollars in taxes. We’ve developed our own internal software using linear programming that allows us to forecast your tax bills for a multitude of different scenarios and conditions. This way, our clients know long before April 15 th (or March 15 th for our business clients) where they currently stand and what their fire risks are. Once we do that, then we move to the fun part which is figuring out how to proactively save thousands of dollars.