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Tax Planning

Start Planning Your Financial Future Today

Many people feel like their tax bill is too high. Maybe you do too. The good news is that it doesn’t have to be. When you work with an accounting firm like ours, we make your financial success a priority.

Here’s how we do it:

  • We make sure you take every tax credit and deduction you deserve on your tax return based on careful analysis of your tax situation.
  • Help you set up a recordkeeping system that meets IRS requirements.
  • Work with you all year long--not just at tax time to develop tax planning strategies that lower your tax bill.
  • 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?).
  • Help you understand how to defer tax liabilities through pension plans, retirement contributions and similar plans.
  • Take advantage of certain investments to produce tax exempt income (federal or state or both).

If financial success is your goal, we are here to help!

There is more to preparing your taxes than simply filling out forms at tax time. It's also about understanding our clients’ needs and helping them plan for a secure future.

Ready to Take the Next Step?

If you feel like too much of your hard-earned money goes straight to the IRS instead of your bank account, then contact us today. Simply fill out the form below or give us a call. It's that easy!

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We take care of your books for you, so you can get back to the job of running your business and generating profits.
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We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
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We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
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We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
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We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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© Baratz & Associates, P.A. 2019