Tax Planning for Individuals and Businesses
In order to optimize your financial health, it’s important to first structure your business and personal matters in a way which you make the most out of tax benefits and credits. Our existing clients will receive a personalized tax organizer to help them prepare the necessary documentation for their upcoming individual tax preparation appointment.
Some benefits of tax planning include:
- Lowering the client’s tax liability
- Organization and restructuring of client’s financial portfolio and business configuration based on projections throughout the year.
- Your Preparer will provide you with all tax credits, deductions and strategies available to make best use of your benefits.
- Assistance and guidance with expenses and records to simplify your tax return preparation process.
PHD Tax will help you avoid common mistakes and keep you out of the IRS radar by minimizing your risk and maximizing your allowances.