Deadline for Tax Planning Appointments is December 15, 2022

If you are still hoping to do any year-end tax planning or projections, time is running short. In order to finish 2022 planning before the holidays, we will stop taking appointments on December 15, 2022.

Active tax planning is a critical strategy for tax minimization. Our process begins with a thorough review and understanding of your current tax and financial situation. We then discuss upcoming issues and changes and prepare a tax projection, sometimes projecting different scenarios. Then we make recommendations and discuss different tax savings strategies and help with the implementation when necessary.

Reach out to us soon if you still want to make a tax planning appointment.