Tax Planning

Let Us Secure Your Tax Plan

Diligent planning is essential to keeping tax obligations low for all kinds of small businesses. Don't wait till the end of the year, start planning next year's tax strategies today by working with us here at Shilts CPA. Our firm is highly experienced in tax planning and compliance for small businesses. We understand how tax regulations apply to businesses in various industries and how to implement tax planning methods that will reduce your liability. The tax laws change constantly so we make it a point to be keenly aware of how updates and revisions could affect your business. And if you're starting a new business, we can identify which business structure will afford the highest tax savings as your business grows.

We also provide income tax planning for individuals and will find ways to minimize your income taxes. With our assistance, you'll keep more of what you earn at tax time and will feel confident that you've taken advantage of all applicable tax breaks.

We offer a number of tax planning services for businesses and individuals alike:

  • Strategic Tax Planning – Financial decisions often have tax implications. As your tax advisor we'll manage your effective tax rate to keep taxes low so more profits head towards your bottom line.
  • Transitional Tax Planning – Working with our team, we'll help you take advantage of a range of tax-smart techniques that will assist you in any time of transition. This is crucial, because it's not what you earn, it's what you keep.
  • Alternative Minimum Tax Planning – We offer alternative minimum tax planning to deal effectively with this tax and can prepare the necessary paperwork to determine if you owe Alternative Minimum Tax.
  • Multi-State Tax Planning – Businesses that operate across multiple states are prone to a number of complicated tax issues. We'll make sure you're in compliance with all State and Federal tax regulations.
  • Succession Planning – Preserve the continuity of your business and address important concerns ahead of time with a business succession plan. We'll develop a plan that ensures your business will avoid tax issues when being transferred to your beneficiaries.