Tax Planning

The potential coming tax reform can dramatically affect how taxes are approached. This makes staying on top of your tax planning important for your finances. In the ever-changing tax climate, our team of tax specialists can lend a hand.

Effective tax planning strategies can significantly benefit you financially.
Tax Planning
Couple Tax Planning

What is tax planning?

Tax planning is the analysis of a financial situation or plan from a tax perspective. The purpose of tax planning is to ensure tax efficiency, with the elements of the financial plan working together in the most tax-efficient manner possible. Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.

 tax advisors will ensure that you are making the right tax preparation decisions for you, your family, or your business. Our approach for tax planning involves more than just a review of your previous year taxes. We work with you to set strategic business or personal goals, advise you about the various tax implications you currently have or may anticipate having based on your type of business, then create proactive tax plans to meet those goals.

Strategic Tax Planning

We work with you to identify a unique tax strategy based on the goals you have for yourself, your family, or your business. By anticipating prospective tax consequences for large financial decisions, and having a preemptive financial strategy, you can increase your wealth and significantly reduce the taxes you pay.

Tax Law

Let C.A. BRANDT Help You!

Cynthia Brandt focuses on the tax and financial issues facing small businesses and individuals. She recognizes the important role of the accountant, and strives to be there every step of the way for her clients.

Start by asking for your FREE CONSULTATION

CA Brandt Woburn Office
CA Brandt Merrimack Valley Office
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