Tax Consultants: Saving You Thousands By Tax Planning

Tax planning, or tax consulting, is essential for earners in all tax brackets.  Many filers mistakenly believe they only need to plan for taxes when their income exceeds a certain threshold. In reality, even low-income earners can benefit from tax planning, as there are strategies available at every income level to maximize tax savings.  The first step is a thorough conversation with a qualified tax advisor.  From there, our tax planners can guide you on how to minimize your tax burden effectively.

Tax Consultants

Proper Tax Advising: An Investment that Pays for Itself

Proper tax advising pays for itself through substantial savings.  Whether you're an individual or a business, a low-income earner or in the top 1%, tax planning is essential.  Our experts excel at leveraging every aspect of the tax code to ensure you pay the lowest taxes possible while maximizing every credit and deduction available.

We don't just find a few loopholes.  Our firm takes the time to strategize with you, focusing on your personal or business financial goals and using tax savings as leverage to achieve them.

tax planning

TAX PREPARERS AREN'T TAX ADVISORS

There is no license specifically for being a tax advisor, and the basic PTIN that preparers hold only certifies them to prepare personal tax returns.  However, CPA and EA licenses indicate extensive tax expertise—licenses that we hold.  Our licenses and extensive résumés demonstrate our qualifications to assist with your tax planning.

Our tax advisors are not dime-a-dozen professionals with basic licenses.  We take the responsibility of helping you plan for critical financial goals very seriously.  Take a moment to learn more about us and see how our qualifications make us the right choice for your tax planning needs.

tax planning

What can you really do with tax planning?

With tax planning, you can...

  • Move income into lower tax brackets by splitting income among family members or legal entities
  • Increase tax deductions by acquiring things you want or need
  • Avoid or defer tax liability through investments
  • Shift income and/or expenses to different years in order to best take advantage of lower tax rates
  • And so much more!

The goal is to pay less and keep more of your own money.  This doesn't happen with a single easy move; it requires carefully planning and weighing your options to find the one that is right for you.  But that's what we do.  We evaluate your financial and tax needs and help develop a short-term and long-term plan that makes sense for you.  It isn't a one size fits all scenario.  It's a unique tax situation you're living that we want to help improve.

As our client, you can benefit from tax planning that pays for itself through savings.  That's our goal: to make ourselves worth every penny and more.

Next Steps...

Like what you're reading so far?  Learn more about us to see if we might be a good fit to help you or your business or Contact Us Today!  Our Certified Public Accountants and Enrolled Agents are available today!

We're here to keep the IRS from taking more than the minimum, if you'll let us.

More Than Just Tax Planning

Our firm specializes in individual tax prep, small business tax prep, tax consulting, IRS problem solving, bookkeeping, payroll, and general accounting.  We are a full-service accounting firm for all your tax and accounting needs.

With affordable pricing, we don't just cater to the wealthy.  Our goal is to help income tax filers of all income levels maximize their tax savings with easy-to-understand methods that keep you IRS compliant.

Our tax consultants are licensed enrolled agents and certified public accountants.  We can prepare any tax return or financial statement and represent you before the IRS, ensuring you’re fully covered.

Certified Public Accountants

Our Tax Consultants

We aren't afraid to say it: we're the best around.  With free consultations and a record to prove it, our experts are your best choice to save countless thousands in taxes.

But don't just take our word for it.  Take a minute to read more about us and why we're the last time you'll need to switch accountants.

When you're ready, Ken (left) and Christopher (right) are here for you.

Enrolled Agent

Available In-person or Remotely

Our office is conveniently located in West Mobile where we can receive clients in-person.  We're also available, though, through remote meetings by Zoom, e-mail, or telephone.  Many of our services—especially tax prep and bookkeeping—are easy to provide remotely.

Our goal is convenience for you, so just let us know what works best!  We just want to help you save money with quality tax planning!

azalea city tax

"But I Don't Make Enough for Tax Planning"

We hear this sentiment often, and it's unfortunate.  While it's true that higher earners have more options to mitigate tax liability, lower-income earners need to plan just as much, if not more.  Saving $1,000 when you're wealthy isn't very impressive.  Saving $1,000 when you earn below the poverty line is substantial.

Regardless of your income level, our tax consultants are here to help.  Whether it's a simple conversation during tax season or a detailed engagement, we ensure our services are both affordable and beneficial to our clients.

Ready to get started?

Partners Ken and Christopher are just a phone call or e-mail away.  Contact us today for all your tax consulting needs!