Tax Planning
Most people will face three main taxes in their lifetime: income tax, capital gains tax, and estate tax. Tax planning is important if you want to minimize taxes. Our IRS-licensed tax preparers can prepare and file your returns. Our proactive tax planning can help you minimize your taxes next year and every period thereafter. As tax law changes, we will advise you how the changes will help you, both in the short and long term.
We can also help plan tax strategies that will save you on personal, partnership and business taxes. We are experts in finding overlooked deductions and credits. We will determine what form of business ownership is most tax advantageous to you.
Tax Planning Services We Offer
The tax experts at Mountain Sunset Financial can also help you structure your investment allocations in a manner that minimizes taxes. We will ensure that the correct assets are properly allocated to the correct accounts.
When the time comes to take, exercise, vest, or dispose of stock options or restricted stock units (RSUs), the experts at Mountain Sunset Financial can structure a tax advantaged schedule saving you massive amounts of taxes.