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Tax Planning


A smart tax plan is essential for financial success—whether you're an individual or a business owner. The right strategy can be the difference between keeping more of what you earn and losing a significant portion to taxes. That’s why working with real tax experts at REH CPA is so important. We’re here to help you maximize savings, minimize liabilities, and plan confidently for the future.

Why choose REH CPA for your tax planning

Why choose REH CPA for your tax planning
  • Expertise in Complex Tax Situations - Our Certified Public Accountants (CPAs) possess extensive knowledge of tax laws and regulations, enabling them to handle intricate tax scenarios effectively. Whether you have multiple income streams, investments, or self-employment income, our team ensures accurate compliance and identifies opportunities to minimize liabilities.
  • Personalized Tax Strategies - We understand that each client's financial situation is unique. Our firm develops customized tax strategies tailored to your specific circumstances and long-term financial goals. This personalized approach helps in maximizing deductions and credits, ensuring you retain more of your hard-earned money.
  • Year-Round Support and Planning - Tax planning isn't just a seasonal task. Our firm offers continuous support throughout the year, helping you make informed financial decisions that align with your tax obligations. From adjusting withholdings to planning for major financial changes, we're here to assist you every step of the way. ​
  • Time and Stress Savings - Navigating the complexities of tax preparation can be time-consuming and stressful. By entrusting your tax planning to our professionals, you free up valuable time and gain peace of mind knowing that your taxes are handled accurately and efficiently. 
  • Proactive Financial Guidance - Beyond tax preparation, our CPAs provide proactive financial advice, assisting with budgeting, investment planning, and retirement strategies. This holistic approach ensures that your financial decisions are tax-efficient and aligned with your broader financial objectives. 

Choosing our firm means partnering with a team dedicated to optimizing your financial well-being through expert tax planning and personalized service.​

Tax Planning Services

1

In-Depth Financial Analysis and Tax Review

  • Review of Current Financial Situation: We begin by assessing your financial position to understand your income, expenses, investments, and liabilities. This gives us a clear picture of your tax situation.
  • Analysis of Tax Returns: Our team will carefully review your past tax returns to identify potential tax-saving opportunities or areas for improvement. This helps us spot overlooked deductions or credits.
2

Customized Tax Strategy Development

  • Personalized Tax Plan: Based on your financial goals and unique circumstances, we create a tailored tax strategy. This includes evaluating your income sources, business structure, and future plans to build a strategy that helps you minimize taxes while growing your wealth.
  • Strategic Tax Deferrals: We’ll help you identify opportunities to defer income or accelerate deductions to reduce your current-year tax liability, where applicable.
3

Ongoing Tax Savings Recommendations

  • Tax-Efficient Investments: Our team will recommend tax-efficient investment strategies, such as tax-advantaged accounts or tax-deferred growth opportunities, to help you build wealth while reducing your tax burden.
  • Deductions & Credits: We’ll ensure you’re taking full advantage of available tax credits and deductions (e.g., home office deductions, retirement contributions, business expenses, etc.).
  • Business Expense Optimization: For business clients, we’ll identify ways to maximize deductions related to operational costs, including materials, labor, and overhead expenses.

 

4

Tax Planning for Business Structure

  • Choosing the Right Business Structure: Whether you’re a sole proprietor, LLC, S-Corp, or C-Corp, we’ll evaluate your business structure to ensure it’s optimized for tax purposes. We’ll advise you on the best structure to minimize taxes based on your specific situation.

  • Multi-Entity Tax Strategy: If you operate multiple businesses or entities, we’ll create a tax strategy that works across all entities, helping you avoid double taxation and ensure efficient allocation of expenses and income.

5

Retirement & Succession Planning

  • Retirement Tax Planning: We’ll guide you on tax-efficient retirement planning, such as contributions to IRAs, 401(k)s, or other retirement accounts, ensuring you take advantage of tax breaks while saving for the future.
  • Succession Planning: For business owners, we provide tax strategies for passing on your business to the next generation or selling it, helping you minimize estate and capital gains taxes.
6

Tax Implications of Major Life Events

  • Life Event Planning: Whether you’re getting married, having children, buying a home, or planning for retirement, we’ll assess the tax implications of your life events and recommend actions to optimize your tax situation.
7

Tax Compliance and Reporting

  • Ensure Tax Compliance: We help ensure your tax filings are accurate and on time, avoiding penalties and interest. We’ll also stay up to date on changes to tax laws that may impact your filings.
  • Quarterly and Annual Reporting: For businesses, we provide quarterly reviews and tax filings to ensure you stay on top of your obligations and avoid surprises at year-end.
8

Audit Support and Representation

  • Audit Defense: In the event of an audit, we offer expert support and representation. Our team will help you navigate the audit process, provide necessary documentation, and work with the IRS or state tax authorities on your behalf.
  • Dispute Resolution: If any issues arise, we’ll advocate for you to resolve disputes efficiently and minimize potential penalties.
9

Strategic Tax Planning for your Specialized Industry

  • Industry-Specific Tax Strategies: If you're in the construction, real estate, or other specialized industries, we’ll create a tax plan that’s tailored to your specific needs. This includes strategies for managing cash flow, project billing, subcontractor payments, and more.
  • Depreciation and Asset Management: We’ll help you maximize depreciation deductions for capital assets like equipment, vehicles, and property, reducing your taxable income.
10

Regular Reviews and Updates

  • Ongoing Monitoring: Tax planning isn’t a one-time event. We’ll regularly review and update your tax strategy to reflect any changes in your business, personal life, or tax laws.
  • Proactive Adjustments: If there are any shifts in tax legislation or your circumstances, we’ll proactively adjust your strategy to make sure you stay on track.

Tax Planning Media

REH CPA Tax Planning FAQ’s

How do you stay updated on changes in tax laws that might affect my personal tax plan?

Our team of Certified Public Accountants (CPAs) actively monitors updates from the Internal Revenue Service (IRS) and other regulatory bodies to stay informed about changes in tax laws and regulations. We participate in continuous professional education and training to ensure we can provide you with the most current and effective tax planning strategies. By staying proactive, we help you adapt your tax plan to any new developments, ensuring compliance and optimizing your tax position.

What is personal tax planning, and how can it benefit me?

Personal tax planning involves analyzing your financial situation to develop strategies that minimize your tax liability legally. By proactively planning, you can take advantage of deductions, credits, and other tax-saving opportunities, ensuring you retain more of your income.

What documents should I provide for effective tax planning?

You'll need to provide documents such as previous tax returns, income statements (like W-2s and 1099s), records of investments, details of any significant life changes (e.g., marriage, home purchase), and information on deductions or credits you may be eligible for.

How often should I review my tax plan?

It's advisable to review your tax plan annually or whenever you experience significant financial or life changes, such as a new job, marriage, or the birth of a child. Regular reviews ensure that your tax strategy remains aligned with your current situation and goals.

Can you help me plan for future tax implications of major financial decisions?

Absolutely. We provide guidance on the tax implications of various financial decisions, including investments, retirement planning, and estate considerations. Our goal is to help you make informed choices that optimize your tax position now and in the future.

How do I get started with your tax planning services?

To begin, schedule a consultation through our website or contact our office directly. During this meeting, we'll discuss your financial goals, review your current tax situation, and outline a personalized tax planning strategy tailored to your needs.