Personal Tax Planning

Welcome to Strand Tax and Accounting, your trusted partner for personalized personal tax planning services!

Navigating the ever-changing landscape of personal taxes can be a daunting task. Maximizing deductions, minimizing liabilities, and staying compliant with tax regulations can be overwhelming for individuals. At Strand Tax and Accounting, we specialize in providing comprehensive personal tax planning services tailored to meet your unique needs.

Our team of experienced tax professionals stays up to date with the latest tax laws, regulations, and credits to ensure accurate and compliant tax planning. We offer personalized solutions that can help you optimize your tax position, minimize your tax liability, and achieve your financial goals.

Why choose Strand Tax and Accounting for your personal tax planning needs? Here are a few reasons:

  • Expertise and Knowledge: Our tax professionals have extensive experience in personal tax planning. We stay abreast of the ever-changing tax laws, regulations, and credits, enabling us to provide accurate and up-to-date tax advice specific to your unique situation.
  • Comprehensive Tax Planning: We take a holistic approach to personal tax planning. Our services encompass various aspects of your financial life, including income tax planning, deductions and credits optimization, retirement planning, investment strategies, and more. We analyze your entire financial picture to create a tax plan that maximizes your benefits and minimizes your liabilities.
  • Customized Solutions: We understand that every individual has unique tax circumstances. Our tax advisors take the time to understand your financial goals, income sources, and any specific tax concerns you may have. We develop personalized tax strategies and solutions tailored to your specific needs, helping you optimize your tax position and achieve your financial objectives.
  • Compliance and Risk Management: Staying compliant with tax laws is crucial to avoid penalties and maintain financial stability. Our team ensures that you meet all your tax obligations accurately and on time. We conduct comprehensive reviews of your tax returns to minimize the risk of audits or other tax-related issues.
  • Tax Efficiency and Savings: Our goal is to help you maximize your tax savings. We identify potential deductions, credits, and strategies that can minimize your tax liability and potentially increase your refund. Our tax advisors provide guidance on tax-efficient investment strategies, retirement planning, and other financial decisions to help you optimize your overall tax position.
  • Ongoing Support: We believe in building long-term relationships with our clients. Our tax professionals provide ongoing support and guidance throughout the year, not just during tax season. We are available to answer your questions, provide tax advice, and help you navigate any tax-related issues that may arise.

Our personal tax planning services include:

  • Income tax planning and optimization
  • Deductions and credits analysis
  • Retirement planning and contributions advice
  • Investment strategies for tax efficiency
  • Tax planning for life events (marriage, homeownership, etc.)
  • Estate and gift tax planning
  • Tax implications of education expenses
  • Tax planning for self-employed individuals
  • IRS audit support and representation
  • And much more!

Let Strand Tax and Accounting be your trusted partner in optimizing your personal tax position. Contact us today to schedule a consultation with one of our experienced tax professionals. Together, let’s create a personalized tax plan that helps you minimize your tax liability, maximize your benefits, and achieve your financial goals.

Our Expertise:

  • Pension Contributions
  • Deferring Income
  • Taxes Reduction Strategies
  • Income Splitting Strategies
  • Income Shifting Strategies
  • Tax Exempt Strategies

Our Pricing

Consultation Rate – $240 per hour