The Cornerstone Tax Team will provide you with effective tax planning, helping you to minimize your current and future tax liability.

When it comes to tax planning, things need to happen early in order to anticipate surprises before you file your taxes. I recommend a wide range of strategies and I will seek out ways to minimize your taxes at every turn. I’ll work with the power of the most relevant tax software programs to provide you with the best tax strategies as well as give you the most relevant one to one tax planning discussions.

Our Tax Planning Services include:

• A comprehensive breakdown of your tax situation to ensure you get every tax credit and deduction you qualify for on your tax return.
• Setting up a “to-standard” recordkeeping system that meets IRS requirements.
• Yearlong support to create tax planning strategies that may help you lower your tax bill.
• Analysis and adjustment of your tax withholding so that it properly reflects your unique tax situation and allows you to keep more of your money.
• Possible deferment of your tax obligations through pension plans, retirement contributions, and other related plans.

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