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Tax Planning

Higher income tax rates have made it necessary for high-net-worth individuals to modify their tax-planning strategies. Reviewing your tax plan at least annually is key to managing your wealth. It is necessary to consider various strategies to find approaches that best accommodate your financial goals and preserve your and your family’s wealth.

Tax planning and preparation strategies need to be implemented and tracked over the course of the entire tax year. For example, 401(k) contributions must be made throughout the year. Small business owners need to address taxation issues throughout the year as well, for example, managing payroll, income and expenses. Planning in advance is crucial if you want to minimize your headaches and reduce the amount owed in taxes each year.

My focus is on helping you create, grow and protect your wealth. I will help you find the financial solutions and direction that best accommodate your needs and goals. That requires a strategic approach to developing a customized tax plan. Working together with you, I’ll help you minimize your tax burden while remaining in compliance with federal, state and local regulations.

If you'd like to receive more information about my Tax Planning Service, please complete this form.

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© Lawrence J. Percoco CPA, PA. 2021