Precise Tax Planning and Tax Saving Strategies

Planning is the key to successfully and legally reducing your tax liability. We go beyond just filing your tax return, and proactively recommend tax saving strategies to maximize your after-tax income. Thinking about your taxes not just at filing time, but all year long can also help strengthen many other facets of your business and personal finances.

We make it a priority to enhance our mastery and understanding of the current tax law, complex tax code, and new regulations by continually reading tax journals and attending tax seminars. We are always looking for strategies to minimize taxes all throughout the year, not just at the end of the year.

We look beyond the numbers and can recommend tax strategies that help you:

  • Grow and preserve assets by keeping Uncle Sam out of your pocket
  • Defer income so you can keep your money and pay less taxes later
  • Reduce taxes on your income so you can keep more of what you make
  • Reduce taxes on your gifts so you can give more
  • Reduce taxes on your estate so your family keeps more of what you've made
  • Reduce taxes on your investments so you can grow your wealth faster
  • Reduce taxes on your retirement distributions so you can retire in style

At SBDP, our experienced team works for you, not for the IRS.

We offer complete tax preparation services. We can prepare the federal, state and local returns for individuals, corporations, LLCs, partnerships, trusts, estates, and non-profit entities.

Books a Mess? No Problem!

Today's tax laws are very complicated so that even filing a relatively simple return can be confusing. Even if you are using a computer software program, it can be easy to overlook deductions and credits to which you may be entitled. There is no substitute for the assistance of an experienced tax professional.

We look beyond the numbers on your tax return:

  • Your return will be checked and rechecked by our computer software to identify potential problems that may lead to IRS scrutiny.
  • Your return will be filed electronically whenever possible so you will get back any refund quicker.
  • We can show you how to adjust your payroll withholding to get more money back each week. Why give the IRS an interest free loan for up to 16 months?
  • We will show you potential deductions to limit your tax liability for the next year.
  • We can begin tax planning for the next year as soon as we finish your current return.

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Phone: 904.241.8176 • Fax: 904.247.9918