Tax Optimization Strategies

We’ll guide you through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals.

Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, invoices and government correspondence.

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our clients with the taxation expertise and knowledge that they deserve throughout the year.

Income Tax Optimization Services include:

  • Personal tax preparation
  • Investment portfolio review for tax optimization (capital gains and losses)
  • Tax shelter analysis
  • Personal Tax planning
  • Estate planning
  • Business Succession Planning