Tax Planning –

Description

With a CPA on Lifestyle Planning, LLC’s staff, we know the ins and outs of current tax laws and may be able to reduce what you pay going forward.

Tax Planning Experts

• Check for inaccuracies in the taxes withheld from your paychecks to ensure your tax refund or payment is the right amount.
• See if there are any charitable contributions you’d like to continue, but possibly through a donor-advised fund that could lead to a tax deduction.
• Decide if a charitable remainder trust can reduce your tax liability for a large life event, such as selling your business.
• Look into your employer’s stock options to minimize taxes.

You don’t want to pay more in taxes than is required. Schedule an introductory meeting with Lifestyle Planning, LLC today to take advantage of our in-house tax planning professionals.

Proper tax planning takes more than a look through your paperwork in April. We will work with you year-round to optimize your tax situation and help you navigate the complexities of tax law.

Keystone Law Firm

2701 W. Queen Creek Rd. #3

Chandler, AZ 85248

(480) 418-8448

https://www.KeystoneLawFirm.com