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Tax Planning

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Tax Planning to Save You Money in Walnutport

financial advisors working on a planWhen you utilize our accounting services you get personalized tax planning to chart a course for your ongoing financial stability and success. Our experienced team enjoys helping you protect your hard-earned money. We know how difficult it is to accrue both personal and business revenue, and our diligent team has been providing effective tax strategies since 1995.

At Frey & Company, we provide tailored services that will consistently take your unique financial situation into account. Whether you're planning for retirement or you want to maximize your business's tax breaks, our friendly and knowledgeable team is here to help! Contact our office in Walnutport today so we can help you plan for a successful financial future.

Call Us: (610) 760-8920 Book a Consultation

How Tax Planning Can Help You

Tax laws can be complicated and hard for most to follow. Trying to keep up with them on your own can eat up a substantial amount of your precious time. Instead of struggling through complicated regulations, you can turn to our friendly accounting group.

We will help you analyze your current situation and apply any tax breaks you are eligible for. We have a complete understanding of both state and federal tax laws. As an experienced accounting team, we are aware of savings that many business owners and entrepreneurs do not know of. By researching which deductions apply to you across all levels, we keep more of your money in your pocket while maintaining strict compliance with tax regulations.

Tax Planning for Businesses

business meetingWe are invested in your company's well-being and want you to find financial success! We will:

  • Address federal, state, and local tax requirements
  • Carefully analyze your tax situation to discover all your tax credits and deductibles
  • Assist you in implementing a recordkeeping system that is compliant with IRS requirements

We are dedicated to working with you all year long to help you develop effective strategies to lower your tax bill. When we handle your accounting needs and tax planning, we understand the nuances of your financial status and are effectively equipped to offer insightful advice.

3 Tax Planning Tips for Successful Businesses

It can be surprisingly easy to implement effective strategies that will make tax season a lot less stressful for your company. We can show you how to:

  1. Offset annual income with expenses. If you have a good idea of how much revenue your company will bring in by year's end, you can use legitimate business expenditures to offset some of that income.
  2. Set up retirement accounts for your employees and match a portion of their contributions. We can help you decide what contribution percentage best serves your interests and follows federal guidelines.
  3. Make sure your business structure is optimized. If your company has outgrown its current entity selection, there can be tax benefits when converting to another form of entity.

Tax Planning for Individuals

business people shaking handsWe are happy to extend our tax planning and other accounting services to business owners and self-employed entrepreneurs! We know how hard you work throughout the year to build financial stability, and we can provide strategies to minimize your tax liability. In addition to maximizing your deductibles, we will:

  • Explain how to defer some tax liabilities using pension plans, retirement plans, and other financial plans
  • Suggest opportunities to produce exemptions from some state and federal income taxes and help you meet your long-term financial goals
  • Estimate the taxes you will owe on your current income and existing investments

Tax Planning Around Life Changes

Many life-changing events impact your finances and, consequently, your tax planning approach. Perhaps you are trying to decide at what age to retire, getting married, or recently inherited your family estate.

It can be difficult to navigate the tax laws and regulations that will suddenly apply to you. We are here to help you adjust to your new financial situation. We keep you informed and update your plan to help you stay on track with your long-term goals.

The Tax Planning Process

business team working together in officeOur accounting team uses QuickBooks for recordkeeping so that your financial status is neatly organized and accessible. We will meet with you or your company's representatives as often as needed to implement an effective plan for success. By maintaining constant communication with you, we ensure that you are never caught off guard during the tax season.

It's never too late to begin formulating a strategy for financial success. Whether you need advice regarding your company's structure or want to figure out which expenses to claim for your small business, we can provide expert advice. Our experienced team will make your life easier by handling the complexities of tax laws for you, leaving you with more time to manage your business and other projects.

Maximize Your Savings with Effective Tax Planning

Whether you run a business or are an individual in need of help with your taxes, we are here to provide comprehensive services. Frey & Company provides you with a plan suited to your needs and help you effectively protect your finances. Give our Walnutport office a call today for your free consultation!

Call Us: (610) 760-8920 Book a Consultation