Tax Planning & Resources

executive-tax-planning

Tax-planning is a year-round event and should be an important element of your overall financial plan. DE-Taxes can help you reduce your after-tax-income and help you plan ahead. DE-Taxes has developed a strategic tax planning approach that is tailored for individuals, self-employed and small-business owners.

Here are some of the common areas we will review during a personalized tax planning session.

Strategic tax planning to maximize tax savings

Year-end tax planning to reduce income taxes

Impacted by AMT (Alternative Minimum Taxes)

Review prior-year tax returns (amend if needed)

Rental properties income

Multiple sources of income

Retirement planning

Estate & gift tax planning

Schedule a free consultation  to discuss Your specific situation and planning needs.

We provide a personalized services tailored to YOUR individual needs. Our team of accountants and tax experts will help you make informed decisions and help you plan ahead.

Register for one our upcoming Tax Planning events. Click below to find out more.

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