Holiday surprises are good. Tax bill surprises aren’t.

Now’s the time to lower your 2019 tax liability through our strategic year-end tax planning services.

We’ll meet to discuss your current situation, analyze pertinent information, and provide actionable recommendations for any last-minute steps you can take before the end of the year to avoid tax bombshells and save money come tax time.

Year-end tax planning is beneficial for:

Individuals
Have you had any major changes to your circumstances this year? Significant gains in investments? An inheritance? Marriage or divorce? A new baby, or children you can no longer claim? Real estate transactions? Or do you just want to make sure you’re minimizing your tax liability as best you can? Let’s make sure you’re finishing out 2019 strong and set you up for a great start to 2020 with the proper withholdings from day one. Learn more about individual tax planning. (Tax planning for individuals is based on an hourly rate and typically ranges from $250 to $500, depending on your situation.)

Businesses
Was this a strong year for your company? Are you taking advantage of all the credits available to you? Maximizing retirement contributions? Making major purchases or buying supplies this year instead of waiting until next? Real estate or equipment transactions? Are you operating under the best business entity type going into next year? Learn more about business tax planning. (Tax planning for businesses is based on an hourly rate and typically ranges from $400 to $800, depending on the size and scope of your entities.)

Save yourself the headache of tax surprises by taking advantage of credits, deliberate charitable contributions, tactical purchases, retirement planning, and a variety of other strategies available to you for just one more month.

Give yourself the best holiday gift this year – peace of mind come tax time.
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To schedule: With only a few weeks left before the holidays, please reach out to schedule year-end tax planning by Dec. 3. You can call our office at 503-821-2868 and choose extension 103 for our new office coordinator, Renae Grams, or email her at [email protected].