Tax Preparation and Planning

One of the most challenging and stressful aspects of any business, but we take this stress away by helping with tax planning.

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Tax Services

Tax Planning and Preparation for Individuals and Small Businesses

Planning is key to successfully and legally reduce your tax liability. We understand tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

We make it a priority to enhance our knowledge of current tax laws, complex tax codes, and new tax regulations by attending tax seminars.

We empower businesses and individuals to pay the lowest tax amount allowable by continually seeking ways to minimize their taxes throughout the year.

Our aim is to save you from tax liability through careful planning and legitimate tax strategies.

Here’s just a few of the Tax Saving Strategies we use…

  • Splitting income among several family members or legal entities in order to get more of the income taxed in lower bracket.
  • Shifting income or expenses from one year to another in order to have them fall where it will be taxed at a lower rate.
  • Deferring tax liabilities through certain investment choices such as pension plans, contributions and other similar plans.
  • Using certain investments to produce income that is tax exempt from either federal or state or both taxing entities.
  • Finding tax deductions by structuring your money to pay for things you enjoy, such as a vacation home.

Tax Service Package

Choose from one of our tax preparation and planning services, designed to help you save resources through legitimate tax strategies.

Tax Business Preparation

We'll assist you with benefiting from each derivation and credit conceivable to restrict your taxation rate and ensure you never pay more than your business legitimately owes.

Annual Tax Preparation

Limit individual annual assessments and expand your abundance when we set up your state and government expense forms in accordance with all ongoing duty code guidelines.

Tax Planning Services

Our CPA firm has an ability for tax arranging and will plan a proactive arrangement that works all year to hold charges in line so you have no curve balls at charge time.

Software Expertise

We can work on any of the Accounting Software of your choice!

Questions? Request a FREE Consultation Today

Get in touch with us now to find out how OZ Accounting Services can help you reach your financial goals.

Free Client Consultation Booking

Do you need help with bookkeeping, payroll, individual and/or business tax returns  or just general accounting services? If “Yes” to any (or all) of these questions, kindly fill in the form below for an initial Free Accounting Consultation.

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