Strategic Tax Planning to Reduce Taxes
Strategic Tax planning must be proactive rather than reactive. As your Tax Coach, we set tax reduction strategies into motion throughout the year to manage liabilities and bring tax savings at year end. Some CPAs and accountants only contact clients once a year but we'll keep in touch with you to guide you through financial decisions that could incur tax consequences and avoid any surprises at tax time.
When changes in the tax regulations translate into savings for our clients, we’re on it. We scour the tax code to find every deduction, break, and incentive to legally reduce taxes and bring higher tax savings to our clients. We're constantly on the lookout for any revisions to federal or state tax legislation so you can be confident that you'll never overpay.
Certified Tax Coaches like us are equipped with advanced training designed to lower your taxes. Below are just a few of the over four hundred ways we are trained to lower your taxable income.
- Tax loopholes within the current tax code (legal strategies to lower your tax bill)
- Income shifting and expense shifting strategies
- Passive loss strategies (losses and credits)
- Real estate tax planning
- Investment strategies to lower tax
We're Certified Tax Planners
The Certified Tax Planner designation denotes financial expertise, tax planning excellence, and outstanding customer satisfaction. All Certified Tax Planners attend an intensive, three-day proprietary training academy, and are required to attend 24 additional hours each year of continuing professional education in proactive tax planning.
The American Institute of Certified Tax Planners is an independent, not-for-profit corporation which trains and certifies tax professionals in the philosophy of proactive tax planning and compliance. The organization, which administers the Certified Tax Planner and other designations, upholds a strict Code of Ethics to ensure the highest standards of integrity and excellence among its members. The organization also offers a network of resources, ongoing education, and joint venture opportunities to its members.
Are you tired of getting bad news at tax time? If you're getting crushed on taxes, you need hard-hitting tax strategies to reduce your taxes and preserve wealth. At Leonard & Associates, CPA PLLC, we have a unique set of skills and experience as a Certified Tax Coach so we find tax loopholes that bring our clients big savings at year-end. When you work with us, we’ll create a game plan to legally and effectively minimize your tax obligations so you can pay less in taxes and keep more of your income.