Tax Planning

By utilizing Tax Planning we explore ways you can legally reduce your tax liability. Jerry will recommend strategies to maximize your after-tax income while staying within tax compliance. To keep abreast of the new and ever-changing tax laws, complex tax code and regulations, Jerry regularly attends seminars and continuing education classes.

Tax Planning for individuals and businesses will allow you to pay the lowest, legally allowable tax amounts. This is a continual process as tax laws, code and regulations change. When there is something that may be beneficial to you or cause you a problem, Jerry will bring it to your attention so any necessary adjustments can be made to your tax plan.