Tax Advisory Services

Tax planning goes beyond tax preparation. A consistent, long-term focus on tax planning strategies can help minimize your taxes.

 
 

Successfully navigating tax law changes requires more than just tax preparation. The pace and complexity of change is accelerating year after year, and without proactive tax and financial planning, you could be missing key opportunities to align tax saving strategies with your goals.

Our goal is to help you achieve your short and long term financial goals through effective, strategic planning. We meet with our Tax Planning clients before year-end to review their current financial situations and determine what cost-saving strategies can be implemented before the close of the year. A consistent, long-term focus on tax planning strategies will help minimize your taxes.

Cloud technology facilitates better collaboration and productivity.

Our advanced cloud technology allows us to provide customers with better tax advisory services. Through our cloud platform, we can easily engage and collaborate with you throughout the year, saving you time collecting and organizing your tax documents.

Additionally, we can leverage our tech to run simulations and  determine how different actions could affect your tax obligations. Considering a large purchase? Need to begin drawing down from an IRA? We’ll determine how these actions could impact your tax plan and devise strategies to mitigate increases to your obligations.

Furthermore, our customers who bundle client accounting services with tax planning have more data at their finger tips and can experience easier, faster return preparation.

 

We have 3 advisory packages to suit your unique tax planning needs

 

Tax Planning Basics

  • An annual tax planning meeting

  • Business entity review

  • Owner payroll allocation

  • Business & owner tax preparation

  • Estimated tax vouchers

  • Additional services available for a fee

Advanced Strategies

Everything in Basics, plus:

  • Quarterly performance review

  • Business goal tracking

  • Advanced tax strategies

  • Retirement plan review

  • Employer benefit review

  • Email support

  • Electronic document storage

  • Reminder notifications

 

Full Service Advisory

Everything in Advanced, plus

  • Monthly performance review

  • Tax notice resolution

  • Investment advisor meeting

  • Asset preservation review

  • Estate plan review

  • Telephone support

Taking the next step for your financial future

Investing in annual tax planning services now will save you time and worry down the road. With our experienced tax team at the helm, you’ll be able to maximize your deductions, plan for the future, and eliminate surprises. To take advantage of the  benefits of annual tax planning, contact Taylor Verni at tverni@pbafs.com or (561) 486-0143.