Tax Planning

Would You Like to Shrink Your Yearly Tax Burden?
Our Proprietary Plan Will Minimize Your IRS Liability.

 

Our tax professionals focus on mastering the nuances of tax law, complex tax codes and staying up-to-date on changes that will affect your tax returns throughout the year.

We do this because we know that planning is the key to valuable tax savings and we want to help you plan for greater income by implementing tax savings strategies throughout the year that will benefit you all year long.

Our clients pay the least amount of taxes allowable by law because we help them look for ways to minimize their tax burden.

A Certified Tax Coach

Schedule your free discovery session now

Let us help you with your tax planning, too!

Did you know, for instance, that you can…

  • Move your income into lower tax brackets by splitting income among family members or legal entities.
  • Shift income and/or expenses to different years in order to best take advantage of lower rates.
  • Defer tax liability through some types of investment options.
  • Avoid tax liability through some types of investment options, both on the federal and state level.
  • Increase your tax deductions by purchasing things that you enjoy.

These, and other Tax Saving Strategies will help you:

  • Benefit from the growth and savings of your own assets by keeping them out of the government’s hands.
  • Reduce taxes on investments so that you can grow your money quicker.
  • Keep more of what you make by reducing your taxed income.
  • Defer income in order to keep your money now and pay your taxes later.
  • Understand estate taxes and planning so that your family gets to keep more of what you make.
  • Give money while reducing taxes to maximize your giving potential.
  • Plan for retirement in ways that best benefit you rather than the IRS.

When you become our client, you are paying for a tax planning service that will pay you back. Most of our clients experience tax burden relief, as well as time saved and peace of mind. Our fees are often paid back through the reduced tax liability you will enjoy as part of our planning and legitimate tax savings strategies.

Strategic Business Coaching – Your Business’s Secret Weapon

Hey there, savvy entrepreneurs of Lake Norman, NC! Are you at a crossroads in your business journey? Have a business idea but not sure how to get started? You’ve got big dreams, massive goals, and a whole lot of hustle, but sometimes, even the most driven of us need a...

Simplifying CPAs: What is a CPA and Why Your Lake Norman Small Business Needs One

Hey Lake Norman entrepreneurs & business owners! Ever wondered what a CPA is and why they're essential for the success of your small business? Don't worry; we've got you covered. In this article, we'll break down the mystery behind CPAs, why you might need one,...

Are Lake Norman Consumers Exhausted by Tip Screens?

You might remember this little story from last year when an ex-IRS contractor pleaded guilty to leaking President Trump’s private taxpayer information along with many other wealthy individuals. It brought the IRS’s ability to secure taxpayer data into question along...

Accommodating State Sales Tax Changes in Your Lake Norman Business

Loading the dishwasher is a daily job in most households. And, to get clean dishes and not melt your plastic to-go containers, you’ll need to arrange things well. And, according to Consumer reports, there actually is a right way to load yours.  While doing the dishes...

Prioritizing Cyber Network Security in Your Lake Norman Business

A few things are grabbing my attention this week. The first being that the tax extension deadline has passed. That’s a big relief for my office, and perhaps for yours too.  I’m continuing to avidly watch, as I’m sure you are too, the unfolding events in Gaza. Though...

A PTO Payout Policy Checklist for Lake Norman Business Owners

This weekend’s news coverage and social media scroll were dominated by reports of the awful things happening in Israel right now. It’s pretty difficult to swallow the images of violence and abuse being perpetrated by Hamas. And no matter how many times you hear about...

Steps For Prioritizing Profit In Your Lake Norman Small Business

Profit is the lifeblood of any organization.  Show me a small business with PROFIT at its center, and I'll show you something worth modeling yourself after. An organization NOT to model yourself after: the federal government. They prefer to operate in deficit mode,...

Kristin Gravitt, PLLC on What “Open For Business” Means To The IRS

We’re seeing businesses across the nation acknowledge this week’s 9/11 day of remembrance in really special ways. It’s been 22 years already. Looking back, 2001 and 2020 are similar as stand-out turning points for America, albeit in different ways and for different...

Work From Home Policy for Lake Norman Businesses

There’s no better way to celebrate work than by taking a day off. The irony of the Labor Day holiday gets me every year, but I do hope that it provided a little extra rest on the front end of a busy fall season. I mentioned in one of my recent notes another piece of...

Facing the AI in Business Trend in Your Lake Norman Business

Since the release of ChatGPT in November of last year, headlines about AI in business have been incessant. One of the biggest controversies is whether or not AI is a threat to the job market. Lots of differing opinions on this one, and time will soon reveal its...

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a CPA as painful as it’s been in the past!