Every Dollar You Can Keep Out of Uncle Sam’s Pockets is One More Dollar You Can Use to Help Grow Your Business

Tax planning is an important aspect of your overall financial plan.

Essentially, tax planning is the art of arranging your affairs in ways that defer and minimize taxes.

By employing effective tax planning strategies, you can have more money available to save and invest or more money to spend.

Careful planning throughout the year can assist you in reducing the taxes you pay, as well as help you achieve your financial goals.

Tax planning should not be done in isolation but should be driven by your overall financial goals and integrated with your total financial plan. By developing and implementing appropriate strategies to lessen or shift current and future tax liabilities, you can improve your prospects of meeting long—and short-term objectives.

For example, accurately projecting your income taxes can help you determine the cash flow available to you in the coming year. Keep in mind that tax laws are often complex and frequently change. As a consequence, you should consult your tax advisor before making investments and tax decisions.

Multi-Year Tax Strategy Roadmap

Even if your federal tax preparation was guaranteed by the preparer, it does not mean your return was guaranteed to save you as much money as possible.

Anderson Advisors works with clients to better understand their situation, allowing us to find missed deductions and pinpoint the most advantageous opportunities.

This service begins when you select one of our customized packages. Clients will then send us their last two years of filed 1040 returns. You’ll be paired with one of our tax experts who will complete a comprehensive assessment of your current situation.

The goal is to find any overpayments, missed deductions, preparer errors, and opportunities for future tax savings. If an error is found, you have the option of filing an amended return, which we are happy to prepare for you.

The most important part of this process is the greater understanding our clients have of their taxes. You’ll walk away with a multi-year tax strategy roadmap to guide the implementation of your personalized plan.