Tax Planning

Start Planning Your Financial Future Today

Many people feel like their tax bill is too high. Maybe you do too. The good news is that it doesn’t have to be. When you work with an accounting firm like ours, we make your financial success a priority.

If Financial Success Is Your Goal, We Are Here to Help!

There is more to preparing your taxes than simply filling out forms at tax time. It’s also about understanding our clients’ needs and helping them plan for a secure future.

Here’s how we do it:

  • Based on careful analysis of your tax situation we make sure you take every tax credit and deduction you deserve on your tax return.
  • We help you set up a recordkeeping system that meets IRS requirements.
  • We work with you all year long–not just at tax time to develop tax planning strategies that lower your tax bill.
  • We review and adjust your paycheck withholding so that it accurately reflects your tax situation and lets you keep more of your money (why give the IRS a free loan?).
  • We help you understand how to defer tax liabilities through pension plans, retirement contributions, and similar plans.
  • We make sure you take advantage of certain investments to produce tax-exempt income (federal or state or both).
Ready to Take the Next Step?

If you feel like too much of your hard-earned money goes straight to the IRS instead of your bank account, then we can help.

Testimonials

Voices That Inspire Trust: Hear What Our Clients Have to Say!

"Adele is clearly qualified to provide Real Estate Accounting services. She is very proficient in Appfolio and provides timely feedback on issues that need to be addressed. I would recommend Adele services to any one who is considering to fill an accounting position."

Feb 9, 2022 - Jan 20, 2023

"Selu is clearly knowledgeable in Appfolio and what I was trying to accomplish. I would recommend her to anyone."

Accounting & Bookkeeping

"Selu and her team helped me start and run my company from the ground up. She is responsive, thorough, experienced and friendly. She familiar with the most popular property management systems out there and a good resource for questions that I have."

May 10, 2019 - Jan 24, 2022

"Selu really knows her books and way around real estate accounting. Communication and document flow was a little clunky for us at times, but we got through it. In the end, she did a great job once we got all the missing pieces in place. It never easy coming in on someone else books and she rolled with the punches and helped us tremendously."

Dec 8, 2021 - Dec 20, 2021

" Worked on our portfolio of commercial buildings. She handled all of the accounting in Appfolio"

Sep 18, 2017 - Jan 31, 2020
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