Skip to main content Skip to search

Tax Planning

Strategic Tax Planning Services

Planning is the key to much in life.  Especially when it comes to your taxes.  Tax planning enables you to successfully and legally limit your tax liability.

In addition to ensuring tax compliance, we also are able to proactively recommend tax strategies to save you money and maximize your after-tax income.

We are always up to date on tax law, complex tax code, and new tax regulations, making us fully equipped to forecast what would be most beneficial for you in the upcoming year financially.  

By identifying ways to minimize your tax liability throughout the year, we are able to ensure that both our individual and business clients are paying the absolute lowest amount of tax allowable by law during tax season.

Avoid Tax-Time Surprises by Implementing a Tax Planning Strategy

At Cappelle Accounting, we work for you, not the IRS.

By delivering careful planning services and legitimate tax strategies, we are able to ensure you’re safeguarded from any erroneous tax liability.

We not only set you up for the year ahead by giving you guidance and recommending strategic changes in order to minimize your tax liability for the upcoming tax season, we also enact strategic solutions while filing your taxes to minimize how much you owe, and increase how much you will get back.

Examples of Tax Planning Strategies We Employ:

  • Finding tax deductions by structuring your money to pay for things you enjoy, such as a vacation home.
  • Using certain investments to produce income that is tax exempt from either federal or state or both taxing entities.
  • Deferring tax liabilities through certain investment choices such as pension plans, contributions and other similar plans.
  • Shifting income or expenses from one year to another in order to have them fall where it will be taxed at a lower rate.
  • Splitting income among several family members or legal entities in order to get more of the income taxed in lower bracket.