Tax Planning & Tax Return Preparation


We can help get you through the coming Tax-apocalypse…

…First the Bad News:

…And now the GOOD NEWS

For for those making Greater Than $250,000 per year, consider the following general tax planning strategies:

  • Potentially accelerate taxable income.
  • Evaluate proper year for itemized deductions due to 2013 reintroduction of Sch A limits
  • Maximizing Retirement plan deductions
  • Evaluate your entity type for tax efficiency
  • Evaluate estate and gift tax planning

For more Tax Tips & Strategies, Download our FREE Tax Planning Strategies Report HERE

Keep in mind not all tax strategies are applicable to everyone.  For your own personalized Tax Plan for 2012-2013 tailored specifically to your needs contact us at (855)-Converj (266-8375).

For those making LESS than $250,000 per year, consider the following general tax planning strategies:

  • Defer income into 2013
  • Accelerate deductions into 2012
  • Pay expenses with credit cards to claim deductions in the current year without immediate use of cash (and earn reward points too)
  • Time capital asset / equipment purchases to use 2012 rules for bonus depreciation and IRC Sec. 179 deductions
  • Analyze “Passive” activity to see if “Active” status can be claimed
  • Evaluate the long-term cost-vs-benefits of C-Corp vs. S-Corp vs. LLC structure in light of changing tax laws
  • Time charitable contributions, including donations of appreciated securities

For more Tax Tips & Strategies, Download our FREE Tax Planning Strategies Report HERE

Keep in mind not all tax strategies are applicable to everyone.  For your own personalized Tax Plan for 2012-2013 tailored specifically to your needs contact us at (855)-Converj (266-8375).