Tax Planning

  • Income Tax Planning: Did you know that there are literally hundreds of “loopholes” available to you that may help save you taxes? We can help identify the ones that will help you the most. All too often we hear new clients tell us that their tax preparer does a great job with returns, but that they don’t provide any advice. Sound familiar? We take pride in the fact that we are available for your questions and contact you during the year to make sure that no tax-saving opportunities are missed. Proactive tax planning during the year is more than 300% more likely to reduce your tax liability compared to after-the-fact planning when preparing the return.

 

  • Estate Tax Planning: Build wealth. Leave a legacy. We can help. KPA can help ensure success and peace of mind with skillfully prepared plans for your future and the futures of your heirs. Our team of professionals has years of experience in working with attorneys who design estate tax plans, but more importantly, we help find the plan that works best for you. We also work closely with your team of professionals to make certain that the documents required to meet your overall needs are prepared and executed in a timely and expert manner.


Tax Planning

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