Skip to main content

Tax Planning & Preparation

Preparing and planning for taxes is often a stressful and complicated endeavor. Our unified team can help you file now and plan for the future.

Why work with a professional tax preparer?

Today’s complex tax code often leaves clients with more questions than answers. Even if you’re just filing a simple return, the rules may change from year to year, which can cause you to submit an incorrect return and overlook deductions and credits.

At ProTax, we have the expertise that is needed to help you feel your returns while also helping you limit your tax liability.

When you retain our services, we make it a priority to learn your current operations and your future goals quickly so we can hit the ground running. Based on experience, we can easily identify opportunities for more effective tax planning, improved internal controls, and other areas that will make your business more profitable.

Tax Planning & Education

Tax planning is essential to helping you successfully and legally reduce the amount of your tax liabilities. In addition to making sure that your business is tax compliant, we also suggest tax saving strategies that will maximize your after-tax income.

Through our long-term tax planning strategy, we can help to:

  • Defer income so that you can save money now and pay less in taxes down the road
  • Reduce taxes on your income so that you can keep more of your earnings
  • Lower taxes on your estate and gifts so that the beneficiaries can keep more of what you have given
  • Decrease taxes on investments and retirement distributions so that you can maintain your lifestyle, and much more