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Individual Tax Planning

PROACTIVE Tax Reduction Strategy that saves you money

Individual Tax Planning Strategies

Tax planning is the key to significant individual tax reduction.  At Legacy Tax & Resolution Services, we go way beyond tax compliance by PROACTIVE recommending tax reduction strategies as part of our normal process.  We are honing our tax skills 365 days of the year.  In every publication we read, to each seminar or workshop we attend, our primary focus is always tax reduction for our clients.  Our clients have the lowest rates allowed by law because of our focus and dedication to the following strategies;

Discovering every potential allowable deduction
Income splitting among family members or entities
Income or expense shifting
Tax deferral
Tax exempt investments and income

Many of our clients receive several times our fees in tax savings through careful planning and legitimate tax strategies.  Our tax strategies are designed to; Preserve and grow your assets

Defer payment of taxes
Reduce tax on income
Reduce tax on your gifts
Reduce tax on your estate
Reduce tax on your investments
Reduce tax on your retirement distributions

We employ strategies for the average person, normally only know by the extremely wealthy.

In other words, you cannot afford to NOT USE our services!  Give us a call 800-829-7483 to learn what the wealthy already know.  Hire the best!

 

Tax Strategies for Individuals

Use the guides listed below to learn how to lower your taxes with legitimate tax saving strategies.

Tax Saving Strategies: A Helpful Checklist
Travel and Entertainment: Maximizing The Tax Benefits
The "Nanny Tax" Rules: What To Do If You Have Household Employees
Higher Education Costs: How To Get The Best Tax Treatment
Selling Your Home: How To Minimize The Tax On The Gain
The Deductibility of Points
Annuities: How They Work and When You Should Use Them
Retirement Plan Distributions: When To Take Them
Retirement Plan Distributions: How To Take Them
Roth IRAs: How They Work and How To Use Them
Mutual Fund Taxation: How To Cut The Tax Bite
Advanced Charity Techniques: Maximizing Your Deduction
Charitable Contributions of Property: Maximizing the Deduction
Charitable Contributions: How To Give Wisely

 

Frequently Asked Questions

Tax Saving Strategies: Frequently Asked Questions
Travel and Entertainment: Frequently Asked Questions
The "Nanny Tax" Rules: Frequently Asked Questions
Tax Benefits of Higher Education Costs: Frequently Asked Questions
Annuities: Frequently Asked Questions
Retirement Assets: Frequently Asked Questions
Mutual Funds: Frequently Asked Questions
Traditional vs. Roth IRAs: Frequently Asked Questions
Recordkeeping For Your Taxes: Frequently Asked Questions
Charitable Contributions: Frequently Asked Questions
Charitable Deductions: Frequently Asked Questions

 

 

 

 

 

 

We Offer Financing for Multi-Year Tax Prep Catchup Projects

 

 

 

Track Your Refund

 
Track Federal Refund Check Federal Amended Return Refund

Check your State Refund

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