Individual Tax

Individual Tax

The professionals at Avant Tax offer a personalized tax planning approach. We consider tax planning to be one of the most important professional services we offer. It’s essential to be prepared with a strategic tax plan to ensure when an important business transaction or life event occurs that you are in the best tax position possible. In other words, an effective tax planning is important that it ensures after tax profits are maximized and personal wealth protected.
Tax planning strategies require us to enhance mastery of the current tax law, complex tax code, and new tax regulations. We acquire this by constant research and attending frequent tax seminars.
Businesses and individuals pay the lowest amount of taxes allowable by law because we continually look for ways to minimize your taxes throughout the year, not just at the end of the year.

We recommend Tax Saving Strategies that 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 less 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
  • Here are just a few of the Tax Saving Strategies we use:
  • Splitting income among several family members or legal entities in order to get more of the income taxed in lower bracket
  • Shifting income or expenses from one year to another in order 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
  • Remember, we work for you not for the IRS. Many of our clients save many times the fee in reduced tax liability
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