Tax Planning Service

Did you begin your tax planning on January 1st?  If you are like most people, you thought about tax planning seriously when you saw how much money you owed the government.  That is when you realize that you should have had strategic tax planning at the beginning of last year for the tax bill now due. Tax planning is not a once-a-year proposition; done correctly, it is part of an ongoing strategy.  Jeff Zufall will work with you to minimize your tax liability through careful, strategic planning.

He is an expert at reviewing your current situation and helping you design a sound, responsible plan that will work for you, and he’ll revise that plan as your needs evolve. You won’t need to worry about staying on top of fluctuating tax laws because he’ll do that for you. By working with Jeff to make tax planning part of your overall financial strategy, you’ll save money and reduce stress, and when the time comes, he’ll prepare your tax returns accurately and e-file them for you.

Think of tax planning as a financial compass and our business as trying to point you north. If conditions change, you’ll have a real-time analysis of multiple scenarios and their impact on cash flow, profitability, and headcount.

Tax Planning Benefits

Tax planning can have great benefits for any business, large or small. It involves evaluating the business’s current financial situation, estimating probable profit or loss for the next quarter, and devising strategies to minimize tax while maximizing the business’s value.

• Get confident—Our tax planning process allows business owners to increase their knowledge about compliance and how it works, learn strategies for minimizing tax, and take a more hands-on role in the overall management of their business.
• See the big picture – Tax planning provides some great insights into a business that allows its owners to assess the larger situation: whether the structure of the business needs to change, understand where operations are occurring; get a sense of the potential profit areas currently untapped or underexplored; find new investment options and decide how best to structure those investments.
• Superannuation optimization – Tax planning offers a chance to look at your superannuation strategies and make them as effective as possible, with a range of options like salary sacrificing to super and self-managed super funds to consider.
• Peace of mind – Eliminate unnecessary stress and uncertainty by knowing just what your business’s tax liability will be and make business decisions from a firm, stable, factual base.
• Utilize recent budget changes – Any applicable federal budget measures can be taken into consideration, as our agents have up-to-date tax knowledge. This ensures that your business can achieve the best possible tax outcome and that it does not miss out on any useful incentives available.