Tax Planning & Compliance

We provide planning for individuals, corporations, trusts and estates that are seeking effective strategies to keep more of what they’ve earned. We also prepare all types of tax returns, including individuals, businesses, gifts and estates, trusts, nonprofits and foundations.

Tax planning and tax preparation are not the same service. As tax planners we provide proactive strategies to ensure that you reduce your tax liability and take advantage of all tax savings opportunities.

Have you considered the following?

We partner with you to plan, educate and help manage your finances throughout the year.

Our Tax Return Process:

The Tax Client Relationship:

INTRODUCTION & DISCOVERY

REVIEW OF PRIOR YEAR RETURNS

Business Owner considerations

RECOMMENDATIONS & ONGOING SUPPORT

Recommendations may include:

Business Owner considerations:

In many cases we work closely with *Copper Leaf Financial to implement our recommendations. Many tax decisions need to factor in your financial goals (and vice versa).

* Copper Leaf Financial is an affiliated and separately registered entity.

Resources: https://www.investopedia.com/advisor-network/articles/difference-between-tax-preparation-and-tax-planning/#ixzz5TRGv2Rzy 

 

2022 DH CPA Billing Policy