Client Consultation and Assessment

Conduct thorough consultations with clients to understand their financial situation, business structure, and tax goals. Assess their eligibility for various tax deductions, credits, and incentives based on their unique circumstances.

Tax Planning Throughout the Year

Implement proactive tax planning strategies throughout the year to optimize clients' tax positions. This includes strategies such as timing income and expenses, maximizing retirement contributions, and utilizing tax-efficient investment strategies.

Maintain up-to-date knowledge of federal, state, and local tax laws, regulations, and changes. Monitor legislative updates and tax reforms to identify opportunities and risks for clients.

Advise clients on the most tax-efficient entity structure for their business, considering factors such as liability protection, tax implications, and operational needs. Evaluate options such as sole proprietorships, partnerships, S corporations, and C corporations.