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Tax Planning

Accountant working on tax planning at LongSchaefer

Sound financial planning is not complete without tax planning. Tax planning is a proactive approach to paying your taxes, taking advantage of tax provisions, deductibles, and tax credits to legally and successfully reduce your tax liability. By contacting a tax professional about tax planning and taking the steps to reduce your tax reliability now, you’ll have greater control over your assets and investments in the future.  

Tax Planning at LongSchaefer

At LongSchaefer, we make it a priority to enhance our knowledge of current tax law, complex tax code, and new tax regulations to help you find ways to minimize taxes throughout the year. With our skills and expertise, we work to ensure that businesses and individuals pay the lowest amount of taxes allowable by law. We go beyond tax compliance and continuously look for ways to reduce your tax liability throughout the year, not just the end of the year.

At LongSchaefer, we recommend tax saving strategies that keep Uncle Sam out of your pocket and help you grow and preserve your assets. We find ways to reduce taxes in the following areas:

  • Your income, so you can enjoy more of your earnings

  • Your estate, so your family can enjoy your earnings

  • Your charitable gifts, so you can give more,

  • Your investments, so you can grow your wealth faster

  • Your retirement distributions, so you can retire on time

To make this possible, LongSchaefer implements a variety of tax savings strategies. Here are just a few of the tax savings strategies we use:

  • Split taxable income among family members or legal entities to get more income in lower tax brackets

  • Review overall financial situation for opportunities to defer tax or create tax-exempt income

  • Shift expenses and income from one year to the next to have them fall at lower tax rates

  • Find tax deductions by structuring your money to pay for the things you enjoy, like vacations

At LongSchaefer, we work for you, not the IRS. Through careful planning and legitimate tax strategies, our clients continuously reduce their tax liability and save more of their assets.

Contact LongSchaefer Today

LongSchaefer is a full-service accounting firm licensed in Ohio. We offer a broad range of services for business owners, executives, and independent professionals, including tax planning services. Our dedicated team of experienced tax professionals works with you to implement strategies that will successfully decrease your tax liability. If you are interested in our tax planning services, please contact LongSchaefer by filling out the form below.

If you'd like to receive more information about our Tax Planning Service, please complete this form.

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