Most people don't realize that if you want to keep as much of your money as possible, you need to plan ahead. If the year is over, then it's already too late. Your Accountant isn't just for preparing your return. Tax Planning is the number one thing you can do to save taxes and keep more of your money.
Your tax return is based on the prior years activities. For example - to offset your 2019 income by making investments or donating to charity etc, you would have needed to make those investments or donations before December 31, 2019. This is where tax planning comes in. T
We meet with our clients every year in the fourth quarter of the year in order to go over their position and find ways to save them money. We will do the same for you!