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Tax Planning

orlando tax planning

Having a Tax Plan

“Those who fail to plan, plan to fail.” Taxes are no exception to this. This may come as a surprise, since most people only think about taxes at one time during the year – when preparing their annual tax return. At CPA Accounting and Tax Services (located in Orlando, Florida), we know that having a tax plan is the key to the best possible outcome when it comes time to file your tax return each year.

Minimize Your Tax Liabilities

A good tax plan or tax strategy is a key component to a sound financial future. Our tax experts stay abreast of changes to laws and tax issues and are equipped to help you formulate a proactive plan. We would love to meet with you and learn about your situation. We will scour your income and expenses and all relevant circumstances for every possible deduction, credit, or opportunity. Tax planning is the best way to legally minimize tax liabilities and save money.

Keep More of Your Money

Our tax planning services help clients keep more of the money they make. This is effective with families who work for someone else as well as for individuals who are self-employed or run a business. In either case, taxes are typically the largest recurring expense a business or person has each year. Working with us, you can be sure that you are taking advantage of all the provisions that the IRS offers and that there are no surprises come tax time.

Call Our Orlando Office at (407) 382-6658 to Schedule Your Initial Consultation

Sound Advice During Major Decisions

Anyone considering buying or selling a home or buying or another asset should consult a CPA and have a tax planning conversation first. People investing or divesting should also consider the implications that this will have on their tax situation. We may be able to help you choose the right time for such transactions, so that you can keep more of your money. Considering retirement? We can help you choose the right time to do this, also.

It’s Not too Late for Tax Planning

If you’re reading this as it’s getting close to filing your taxes and you think it’s too late to help you this year, give us a call anyway. There are last-minute tax moves that can make a difference. The bottom line is, we can usually help any individual or organization make the best choices and find tax breaks or exemptions that they would not otherwise know about. Isn’t it worth a consultation to see what we can do for you?

 

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Call Our Orlando Office at (407) 382-6658 to Schedule Your Initial Consultation