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Tax Smart Investing

The Importance of Tax Planning for Your Finances

There’s a saying that the only unavoidable things in life are death and taxes—and yet, far too few people proactively plan for the inevitability of taxes. Instead, they take a reactive approach, simply preparing and filing their returns when tax season rolls around. Proactive tax planning can help you take control of your tax situation rather than simply responding to it, and can save you thousands of dollars in taxes every year.

At Silver Accounting Group, LLC, we provide you with professional tax planning services and tax reduction strategies that can save you money now and help to secure your financial future. Contact us today to learn more about our tax planning services and how they can be a part of your comprehensive financial plan.

Guidance to Save You Money Year after Year

Silver Accounting Group, LLC, is more than a tax preparer; we provide ongoing support and financial planning services that address all areas of your financial life, including your taxes. Our comprehensive approach allows us to better manage your tax situation and provide you with financial advice that is more balanced and better fits your individual needs.

This includes developing tax reduction strategies that save you money year after year. We’ll sit down with you early on in the year to assess your finances for the year and determine specific strategies that will reduce your tax liability. When your finances change, we’ll help you adapt your tax strategy to continue providing you with the maximum benefit on your tax bill. Effective tax planning can save you thousands of dollars in taxes, and our tax planners can help. Call now to schedule a tax planning session with one of our experts.

Save for Retirement While Saving on Taxes

Part of a solid financial plan is putting money into retirement accounts on a regular basis to prepare for your future financial needs. But did you know that saving for your retirement can also help you save money on taxes now? Most retirement plans offer a tax benefit when you make a contribution; so, by maximizing your annual contributions to these plans, you can prepare for your future while reducing your tax liability every year.

Our tax planners and retirement planning experts here at Silver Accounting Group, LLC, can help you to receive the maximum benefit from all tax-deductible retirement account contributions. We’ll advise you on what new retirement accounts you should open, which accounts you should contribute to first, and how to set up your contributions to ensure that you’re maxing out those contribution limits by the end of the tax year. With proper planning and foresight, we can help you save for retirement while also saving on your taxes now.

Reducing the Taxes on Your Retirement Income

Income tax can be especially burdensome when you’re in your retirement years. Most individuals in this stage of life are on a fixed income, and an unexpected tax bill can quickly derail your retirement plans. Silver Accounting Group, LLC, can help you avoid this situation by providing professional advice on how to minimize the taxes on your retirement income. We’ll help you understand which types of income are taxable, how each withdrawal impacts your tax liability, and how you can minimize your taxes during your retirement years.

Silver Accounting Group, LLC, can provide you with a detailed income plan that considers your tax liability while still addressing your financial needs during your retirement years. A tax-conscious retirement income plan can help you to stretch your retirement savings so that you can enjoy greater financial security throughout this stage of your life.

Get Tax-Smart Financial Planning Advice

A financial plan that doesn’t take your taxes into account is an incomplete one. That’s why, at Silver Accounting Group, LLC, we keep taxes at the forefront of every financial plan we build and every retirement plan we create. By taking a more proactive approach to your taxes, you can save money now, put away more for your future, and protect your retirement income from high tax bills. After all, if taxes are unavoidable, shouldn’t you be planning for them?

To learn more about how a tax-smart financial plan can improve your financial future, contact Silver Accounting Group, LLC, and schedule a consultation with one of our tax planning professionals.



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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.