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Proactive Tax Planning

 

Proactive Tax Planning

 

Begin with The End In Mind- After The Fact Planning is Ineffective and Costly

Among the biggest and most common mistakes is a failure to fully consider potential future tax issues or circumstances in your current financial options and decisions. After the fact tax planning is generally reactionary and leaves you with choices that are often limited, ineffective or costly.

Prescott Tax & Wealth believes in the adage that “good decisions broaden future options.” Our planning advice centers on early assessment, regular monitoring and contingency considerations. The goal is to constantly optimize your ability to be flexible and efficient moving forward in response to changes in the tax landscape and your personal or business circumstances.

Integrate Tax Planning into Your Financial Decisions Making

There is a Grand Canyon sized gap between knowing how to fill out tax forms and truly understanding the integration of IRS regulations across a spectrum of financial decisions. With tax being one of the largest expense for most Americans, tax planning should be a major factor in your financial decision making.  With a Master’s Degree in US and International Taxation from Thomas Jefferson School of Law, multiple other designations plus 20 years of experience implementing real life solutions in a constantly changing environment, Stephan and his team can help you make decisions based on a smart use of tax law in key financial decisions.

Strategic Tax Planning Should Be Done Not Just at Tax Time

Your tax planning is likely constantly change and evolve as you make financial, so do the strategies, techniques and approaches which may assist in keeping your tax exposures in an attractively low profile. For this reason, tax planning is not a “tax preparation” event at Legacy Tax & Resolution Services. Stephan and his team constantly assesses changes in the law, personal or environmental conditions in an effort to optimize planning opportunities for each planning client.

 

We would like to invite you to schedule an initial discussion where we will explore the potential tax savings opportunities and perhaps even discover some missed saving ripe for tax recovery

 

 

 

 

 

 

 

We Offer Financing for Multi-Year Tax Prep Catchup Projects

 

Schedule a Initial Strategic Tax Planning Opportunity Discussion

 

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