Wouldn’t it be nice to not be surprised by your tax bill at the end of the year? Wouldn’t it also be nice to understand what proactive steps you can take during the year to maximize your tax savings?

Mazz CPA understands that every client is different and has different financial goals. Tax Planning should be stress-free opportunity to better understand your tax situation.

For Individuals: Are you purchasing a home, having a child, retiring, or expecting another significant life event and want to understand the tax implications? Maybe you have student loans and want to understand the most beneficial tax filing status to avoid unexpected increases in income-driven payments? Whatever the case may be, Mazz CPA looks out for each client to leave no stones unturned.

For Businesses: Tax Planning is crucial for implementing your total financial strategy. The problem is many business owners either don’t know what questions to ask or think about taxes at the end of the year when it may be too late to take advantage of strategies available to you.

Perhaps you’re thinking about investing in equipment or looking to minimize the burden of self-employment tax with your growing business. A reasonable compensation analysis might be beneficial to assess whether structuring as an S-Corp can save you tax dollars. Whatever your situation may be, Mazz CPA can help and provide expert advice.