Proactive Tax Planning
It is never too early to start planning. Thinking about taxes may not be priority this spring and summer, especially given the fact that the filing season for 2015 just ended. However, tax planning is on ongoing process, not just once a year.
Tax returns report historical information and it is often too late to react to tax planning opportunities. At Kramer & Associates, we take a proactive approach to tax planning by working with our clients throughout the year and projecting taxes in the fall before the close of the tax year. This process provides value to our clients by identifying tax planning opportunities to save taxes. This is especially true whether you experience siginificant life changes or significant changes in income.
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