WHAT IS TAX PLANNING?

We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

Here are just a few of the Tax Saving Strategies we use...

• Splitting income among several family members or legal entities to get more of the income taxed in a lower bracket.
• Shifting income or expenses from one year to another to have them fall where it will be taxed at a lower rate.
• Deferring tax liabilities through certain investment choices such as pension plans, contributions, and other similar plans.
• Using certain investments to produce income that is tax-exempt from either federal or state or both taxing entities.
• Finding tax deductions by structuring your money to pay for things you enjoy, such as a vacation home.

These recommended tax strategies will help you...

• grow and preserve assets by keeping Uncle Sam out of your pockets.
• defer income so you can keep your money now and pay fewer taxes later.
• reduce taxes on your income so you keep more of what you make.
• reduce taxes on your estate so your family keeps more of what you've made.
• reduce taxes on your gifts so you can give more.
• reduce taxes on your investments so you can grow your wealth faster.
• reduce taxes on your retirement distributions so you can retire in style.

Remember, we work for YOU, not for the IRS. Many of our clients save many times the fee they pay us, in reduced tax liability through careful planning and legitimate tax strategies. 

Call us now for your initial phone consultation from the comfort of your own home or office at (301) 747-0489 or book a phone appointment on my calendar scheduling link here: https://api.taxnitro.com/widget/bookings/larrybookkeeping

We help you manage income sources and timing to legally reduce your tax burden.

• Tax bracket management
   
• Timing of income and deductions
   
• Taxable vs. tax-exempt income strategy
   
• Coordination with Social Security and other benefits

Ready to Minimize Your Tax Liability — Legally and Strategically?

Call us today for your initial phone consultation — from the comfort of your home or office:
📞 (301) 747-0489

Or click below to book a phone appointment at a time that works for you:
📅 Schedule on Our Calendar

Whether you're self-employed or run a corporation, we build a strategy that works for your structure.

• Entity type evaluation (LLC, S Corp, Sole Prop)
   
• Salary vs. distributions planning
   
• Maximizing deductible expenses
   
• Qualified Business Income (QBI) strategies
   
• Depreciation & asset purchases (Sec. 179 planning)

Ready to Minimize Your Tax Liability — Legally and Strategically?

Call us today for your initial phone consultation — from the comfort of your home or office:
📞 (301) 747-0489

Or click below to book a phone appointment at a time that works for you:
📅 Schedule on Our Calendar

Make smarter investment decisions with the tax impact in mind.

• Capital gains/loss harvesting
   
• Roth vs. traditional account analysis
   
• Asset location across accounts
   
• Coordination with financial advisors

Ready to Minimize Your Tax Liability — Legally and Strategically?

Call us today for your initial phone consultation — from the comfort of your home or office:
📞 (301) 747-0489

Or click below to book a phone appointment at a time that works for you:
📅 Schedule on Our Calendar

Avoid surprises and penalties with smart, proactive payment plans.

• Quarterly estimated tax calculations
   
• Safe harbor planning
   
• Withholding adjustments
   
• Self-employment tax optimization
   

Ready to Minimize Your Tax Liability — Legally and Strategically?

Call us today for your initial phone consultation — from the comfort of your home or office:
📞 (301) 747-0489

Or click below to book a phone appointment at a time that works for you:
📅 Schedule on Our Calendar

Maximize tax advantages from your real estate investments.

• Rental property strategies & depreciation
   
• 1031 exchanges
   
• Sale of primary residence exclusions
   
• Passive activity and loss limitation planning
   

Ready to Minimize Your Tax Liability — Legally and Strategically?

Call us today for your initial phone consultation — from the comfort of your home or office:
📞 (301) 747-0489

Or click below to book a phone appointment at a time that works for you:
📅 Schedule on Our Calendar

 Give with purpose while reducing your tax liability.

• Donor-Advised Fund (DAF) strategies
   
• Qualified Charitable Distributions (QCDs)
   
• Appreciated asset donations
   
• Charitable bunching techniques

Ready to Minimize Your Tax Liability — Legally and Strategically?

Call us today for your initial phone consultation — from the comfort of your home or office:
📞 (301) 747-0489

Or click below to book a phone appointment at a time that works for you:
📅 Schedule on Our Calendar

 Give with purpose while reducing your tax liability.

• Donor-Advised Fund (DAF) strategies
   
• Qualified Charitable Distributions (QCDs)
   
• Appreciated asset donations
   
• Charitable bunching techniques

Ready to Minimize Your Tax Liability — Legally and Strategically?

Call us today for your initial phone consultation — from the comfort of your home or office:
📞 (301) 747-0489

Or click below to book a phone appointment at a time that works for you:
📅 Schedule on Our Calendar

 Structure education expenses to maximize tax benefits.

• 529 plan strategy
   
• Education credits (AOTC, Lifetime Learning)
   
• Coordinating with financial aid planning
   
• Income timing to increase aid eligibility

Ready to Minimize Your Tax Liability — Legally and Strategically?

Call us today for your initial phone consultation — from the comfort of your home or office:
📞 (301) 747-0489

Or click below to book a phone appointment at a time that works for you:
📅 Schedule on Our Calendar

We keep your strategy current with the latest laws and opportunities.

• Monitoring tax code changes
   
• End-of-year planning tactics
   
• IRS compliance alerts and updates
   
• Strategy adjustments for new deductions or credits
   Structure education expenses to maximize tax benefits.

Ready to Minimize Your Tax Liability — Legally and Strategically?

Call us today for your initial phone consultation — from the comfort of your home or office:
📞 (301) 747-0489

Or click below to book a phone appointment at a time that works for you:
📅 Schedule on Our Calendar

We’re with you all year, not just during tax season.

• Mid-year and year-end strategy sessions
   
• Prior-year return review for missed savings
   
• Red flag risk analysis
   
• Filing support with planning in mind

Ready to Minimize Your Tax Liability — Legally and Strategically?

Call us today for your initial phone consultation — from the comfort of your home or office:
📞 (301) 747-0489

Or click below to book a phone appointment at a time that works for you:
📅 Schedule on Our Calendar