Tax Planning
Start Planning Your Financial Future Today
Is your tax bill too high? The good news is that it doesn’t have to be. At Donald E. Bates & Co., P.C., we make your financial success a priority.
If Financial Success Is Your Goal, We Are Here to Help!
There is more to preparing your taxes than simply filling out forms. It’s also about understanding our clients’ needs and helping them plan for the future.
Here’s how we do it:- Based on careful analysis of your tax situation, we make sure you take every tax credit and deduction you deserve on your tax return.
- We help you set up a recordkeeping system that meets IRS requirements.
- We work with you all year long—not just at tax time—to develop tax planning strategies that lower your tax bill.
- We review and adjust your paycheck withholding so that it accurately reflects your tax situation and lets you keep more of your money (why give the IRS a free loan?).
- We help you understand how to defer tax liabilities through pension plans, retirement contributions, and similar plans.
- We make sure you take advantage of certain investments to produce tax-exempt income (federal or state or both).
Ready to Take the Next Step?
Simply give us a call and our support staff will assist you.