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Tax Planning for Individuals

Tax planning is a crucial part of tax preparation and tax filing. It’s the key to analyzing your financial situation to make sure everything works together to make sure you pay the lowest taxes possible. When we analyze your financial circumstances, we consider the timing of income, planning for future expenses, and the timing of purchases.

Everything works together to make sure you can save the amount you need for retirement and plan for any future tax liabilities you may face. Planning is a big part of reducing any tax liability you may incur. We make sure you are prepared for the taxes you may need to pay or, hopefully, for the tax refund you are expected to receive.

Complete Tax Planning Coverage

At Borshoff Consulting, we strive to make sure you are completely covered from a tax planning perspective. However, that’s not all you can expect from our tax planning services. We go above and beyond the call of duty to make sure you are completely ready for tax season. We work with you to determine the best tax-saving strategies to maximize your tax benefits.

We specialize in being experts in the latest tax laws, complying with all tax codes and regulations, and we stay updated with any new rules or regulations. Our education, knowledge, expertise, and experience are what you get when you work with us at Borshoff Consulting.

Pay Only What You Have To

Our goal is to make sure you pay the lowest amount of taxes possible while at the same time giving you an accurate, legal tax return. We work to continuously look for ways to minimize your taxes throughout the entire year, not just during tax season. That’s why our tax planning services are so valuable and in high demand.

At Borshoff Consulting, our tax-saving strategies help you defer income to have more cash in your pocket now rather than paying out more taxes later. We also help you grow and maintain your assets in a safe manner – keeping the taxes out of the mix. It’s important to us that you feel financially secure and safe, rather than worrying about the future.

We also work to reduce the amount of taxes you pay on gifts, your estate, investments, and retirement distributions. Our mission is to ensure you get the best tax benefits all year round.

We Become Your Tax Partner

When you take advantage of our tax planning services, you can expect to see a complete breakdown of where your money is going, where it’s been, and where it’s at now. In other words, we will make sure you understand your past, present, and future taxes. We consider you a partner and make sure you understand your tax situation when tax time comes.

For more information about our tax planning strategies, please contact our office today. That is the best way we can determine how we can meet your needs. We look forward to working with you.

7 Things the IRS Doesn't Want You To Know cover

7 THINGS THE IRS DOESN'T WANT YOU TO KNOW

Download our guide to ensure you know everything you need to and are prepared to deal with the IRS.