Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.

When possible, I will provide a forecast and estimated tax coupons professionally prepared and organized to maximize your change of getting them all paid on time.  We can also setup automated electronic payments so you never miss.  When revenues are unpredictable, we will speak more regularly to match the payments with your earnings.  This is most important to construction and small independent business that depend on maximizing their cash flow availability until the payments are required.

Did you have an event occur we weren’t expecting?  That's the best time to contact me so we can calculate the impact and see what steps we should take to take the stress out of the end of year payments and those unnecessary underpayment penalties.

These projects are always fun and interesting to work on and the best satisfaction I achieve is by helping you work out the best possible solution to whatever complex situation you engage me to help you solve.

Thank you for your time and for the opportunity to be of service!