Call today: 570-424-0667 

Serving the Poconos and

Lehigh Valley

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We give professional advice on all questions having to do with the rules and regulations of the Internal Revenue Service.

 

In today’s complex business world, your tax position, whether you are a single individual or a large corporation, is defined by a maze of laws and rules that are not only complicated to understand and apply but also, in many cases, seemingly in conflict with one another.

 

Because we know the law and closely follow new Internal Revenue Service application of that law, we can carefully and patiently explain aspects of it as they apply to your particular business or profession.  We will then devise strategies, tailor-made for you, that coordinate business decision you make with the correct application of IRS rules and regulations, saving you money while obeying the law fully and faithfully.

 

Planning is the key to successfully and legally reducing your tax liability.  We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.  

 

The legal right of a taxpayer to decrease the amount of what otherwise would be his taxes, or altogether avoid them, by means which the law permits, cannot be doubted.  

(U.S. Supreme Court Justice Sutherland, Gregory vs. Helverling, 293 U.S. 465,1965)

Tax Planning

We recommend Tax Saving Strategies that help you:

  • Grow and preserve assets by reducing taxes.

  • Defer income so you can keep your money now and pay less taxes later.

  • Reduce taxes on your income so you keep more of what you make.

  • Reduce taxes on your estate so you can give more to your family.

  • Reduce taxes on your gifts so you can give more.

  • Reduce taxes on your investments so they can grow.

  • Reduce taxes on your retirement distributions.

 

Many of our clients save many times the fee in reduced tax liability through careful planning and legitimate tax strategies.

 

We assist with the tax implication of estates, trusts, and gifts and implement strategies to minimize tax liabilities within the law.

 

Perhaps no single aspect of your tax strategy is as difficult to arrange as the tax implications when you are planning your estate, setting up a trust or making a gift.

 

Working in concert with your legal team and other financial professionals, we will take you through the proper procedures, step by step.  We will prepare all the necessary paperwork, and we will insure that all the correct forms are filed with the appropriate authorities.  We will explain the implications of the rules and regulations so that there will be no surprises down the road.  We will be certain that your intentions are consummated.

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