Tax Planning

At the heart of our tax practice is a thorough and comprehensive tax planning process. By implementing strategies throughout the year our clients can achieve a reduction in their overall tax burden. The tax planning process is where a CPA can truly add value to their relationships with clients. Examples of specific planning areas include:

  • Timing of investment income

  • Assessing the tax impacts of marriage or divorce

  • Accelerating business expenses and deductions

  • Deferring business income

  • Tax efficient retirement strategy

  • Calculating quarterly estimated tax payments

  • Assessing the tax impacts of potential business transactions

  • Charitable giving strategy

  • Tax efficient education savings

  • Analysis of choice of entity

Allow us to show you the value of strategic and comprehensive tax planning. To learn more about how we can help your firm, please contact Klausner & Company

Unmatched Expertise. Unparalleled Results.