Tax Planning Services

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 that you owed the government.  That is when you realized 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.