Tax Planning

We help clients minimize income taxes and keep more of their earnings.

Our comprehensive tax planning is designed to help clients pay the lowest amount of tax legally possible over their lifetimes.

Tax planning includes, but is not limited to: 401(k) plan participation, Traditional/Roth IRA contribution/conversion, lifetime and annual gifts, and charitable contribution planning.

Our affiliated entity, DeMuth & Kaufman Professional Management Consultants, prepares income tax returns for individuals, partnerships, corporations, trusts, and estates.