TAX PLANNING
Our Businesses and individual clients 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.
Business owners understand the critical importance of tax planning. Virtually every decision a business owner makes comes with tax implications.
Effective tax planning is a year-round process. The tax specialists at RBS Accounting Solutions provide income tax planning services to individuals and businesses. We work closely with you to develop tax strategies and solutions aimed at minimizing your tax liability.
With our collective backgrounds, we can plan for a variety of scenarios, including determining your quarterly estimated payments, exercising stock options, or planning for retirement. The experts at RBS Accounting Solutions will find the most tax advantaged scenario for you. This may include, but is not limited to:
- Income projections
- Stock options
- Retirement planning
- IRA transactions
- Charitable giving
- Estate planning and gift tax
- Timing of income or large expenses before year end
- Utilizing capital loss carryovers
- Prepaying state taxes
Personalized Financial Planning for Your Future
Our financial planning services start with a comprehensive review of your current resources and financial commitments. Then, we discuss your future personal and business plans. Are you looking to retire? Do you want to send your child to college? Thinking about opening a new store location? Once we have a deep understanding of where you are now, and where you are going, we can offer the appropriate level of guidance on how to best achieve your goals. Our personalized financial planning services include discussions on:
- Cash flow planning
- Retirement planning
- Budget planning
- Investment management
- Wealth management
- Tax planning
- And more