Strategic Tax Planning to Maximize Your Savings
At PlushStone Advisory, we believe that effective tax planning is key to minimizing your tax burden and achieving long-term financial success. Our tax planning services are designed to help you stay ahead of tax obligations while identifying significant opportunities for savings. Whether you’re an individual or a business, our customized tax planning solutions ensure that you’re making the most of every tax-saving opportunity.
Federal & State Tax Projections
We project your federal and state income tax obligations based on year-end income and expense estimates. This gives you a clear understanding of your potential tax liability before the year ends, allowing you to make informed decisions.
Tax-Saving Opportunity Evaluation
We carefully evaluate your tax projection to identify federal and state tax-saving opportunities. Our goal is to minimize your tax exposure while staying fully compliant with all applicable regulations.
Final Deliverable – Tax Projection Report
We’ll deliver a detailed tax projection report outlining the potential scenarios and comparing their costs and benefits. This report provides clarity on how each tax-saving strategy can impact your overall tax obligations.
Collaborative Approach to Estimates
Using the information you provide, we assist in creating accurate income and expense estimates that reflect your financial situation, ensuring your tax projection is based on the most up-to-date data.
Scenario Planning for Maximum Savings
We provide projections for up to three different scenarios based on significant tax-saving opportunities or a combination of strategies. This allows you to compare the tax implications of various options and choose the one that best aligns with your financial goals.
Annual Tax Strategy Review
Each year, we hold an in-depth discussion to
review the results of your tax planning engagement, discuss available tax strategy options for the coming year, and outline the next steps to implement those strategies.