Tax Planning

Our partnered tax advisors are committed to going beyond financial statements and tax returns when Tax Planning. Upon meeting with a new client, or, in meetings with existing clients after tax season, we sit down and go through a customized and comprehensive “Tax Analysis” to maximize each client’s tax position. During this Tax Analysis, we look line by line through each client’s personal income tax return to determine the various sources of income, and the impact this income has on their overall tax liability.

For retired clients, this is critical as their main source of income is fixed in nature. As a result, we look at the client’s other sources of income, which may have significant impacts on their tax brackets, the taxability of their Social Security benefits, and ultimately their overall tax liability. We then find ways to structure the client’s discretionary income in such a way as to limit their overall tax liability. Let us help you with your Florida tax planning needs!

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