Our Services – TAXPLAN

We offer expert tax planning, resolution, and representation services tailored to optimise your tax strategy, resolve complex tax issues, and ensure compliance—so you can focus on growing your wealth.

Income Planning

Postponing the recognition of income to future year when tax rates may be lower and shifting income to reduce overall tax liability.

Estate and Succession Planning

Planning for the transfer of wealth in a tax-efficient manner, with exclusions, exemptions and strategies to reduce Estate Taxes

Investment Tax Planning

Strategically managing the sale of assets to minimize taxes on capital gains. tax-Loss Harvesting and other advanced tax strategies to reduce overall tax liability.

Retirement Planning

Contributing to tax-deferred retirement accounts to reduce taxable income in the current year while building wealth for the future as well as investment in tax exempt vehicles to avoid tax liability.

Deductions and Credits Optimization

Identifying and maximizing available deductions and tax credits to reduce overall taxable income & Implementing tax-efficient strategies to maximize deductions while ensuring compliance with IRS rules.

Business Tax Planning

Structuring your business in a way that minimizes taxes, such as choosing between different entity types and taking advantage of business deductions, credits, and tax incentives to lower tax liability.