Tax Planning
Lifestyle Planning, LLC, we knows 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.
The Financial Strategies We Create Include A Fully Integrated & Customized Tax Plan:
- Detailed current year tax planning
- Multi-year tax projections
- Proactive tax planning coordinated with your investment strategy
- IRA distribution planning
- Roth conversion planning
- Tax withholding analysis
- Consulting on tax notices
- Charitable gift and estate planning
- Tax Preparation
Our Tax Services Include:
- Preparation of federal and state income tax returns
- Calculating quarterly estimated tax payments
We understand filing taxes can be a frustrating experience. Why go it alone, trying to figure out which number goes in which box, when you can work with Chandler AZ tax planning professionals who are willing to help out clients just like you.
*Income tax planning and return preparation services are provided through Keystone Law Firm.
Free Case Evaluation
Give us a call at (480) 418-8448 to schedule a Free Case Evaluation for your tax plan. Click here to receive a free copy of our report “10 Simple Ways to Quickly Reduce Your Tax Bill.”
Lifestyle Planning, LLC, we knows 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.
The Financial Strategies We Create Include A Fully Integrated & Customized Tax Plan:
- Detailed current year tax planning
- Multi-year tax projections
- Proactive tax planning coordinated with your investment strategy
- IRA distribution planning
- Roth conversion planning
- Tax withholding analysis
- Consulting on tax notices
- Charitable gift and estate planning
- Tax Preparation
Our Tax Services Include:
- Preparation of federal and state income tax returns
- Calculating quarterly estimated tax payments
We understand filing taxes can be a frustrating experience. Why go it alone, trying to figure out which number goes in which box, when you can work with Chandler AZ tax planning professionals who are willing to help out clients just like you.
*Income tax planning and return preparation services are provided through Keystone Law Firm.
Free Case Evaluation
Give us a call at (480) 418-8448 to schedule a Free Case Evaluation for your tax plan. Click here to receive a free copy of our report “10 Simple Ways to Quickly Reduce Your Tax Bill.”
