Update 11/12/2024 - slots available for 2024 filing & 2025 planning
Ken Eremita CPA
Tax Planning
Tax Advisory
& Compliance
Filing tax returns is only a portion of our tax service package. While compliance with the tax authorities is absolutely imperative, simply filing your tax return will not be enough to comply - timely and, ideally, automated payments of your tax liability is just as important.
Through thoughtful planning and regular check-ins, our goal is to help you avoid an unnecessary tax burden when it comes time to file your tax returns.
Our goal is to meet at least twice with our clients throughout the year to ensure they are aware of the tax impact of their personal and business developments. This also allows us to refine estimated taxes as the year progresses.
1
Tax Planning
To properly plan, we put together a tax return simulation based on your previous year's file and modify it with assumptions for the current year's trends. We can also run scenarios to help you navigate the taxable impact of decisions like, incorporating, various levels of pretax retirement contributions, working more or less, real estate transactions, etc.
2
Tax Advisory
Based on results from our planning analysis, we will help you determine which decisions will best align with your lifestyle and financial goals. We'd help you decide whether to proceed with or postpone identified strategies.
3
Compliance
First and foremost, we will adjust your automated tax withholdings and retirement contributions based on our tax projections via payroll. We found that this method gives clarity as the remaining cashflows would be available toward one's lifestyle, savings and taxable investing priorities.
Annually, we will request information and tax documents from you through our secure portal. We will use all information to put together your tax returns to be filed before the extended deadline. Based on prior planning, you should have little to no taxes owed upon filing.
