Contact our Income Tax team today for more information.
Forward-looking, strategic tax planning
Tax Planning is a service most clients leverage in order to lower their tax burden, avoid tax surprises, plan for future tax changes, and reduce the chance of being audited. It is the key to successfully and legally reducing your tax liability. Tax planning goes beyond tax compliance by proactively recommending tax savings strategies to maximize your after-tax income. Benefits include:
Understanding how tax law changes impact you
Lowering current year tax liability
Reducing future tax liabilities
Minimizing IRS audit risk
Avoiding penalties and interest
How it works
Discovery & Consulting - Gather and analyze your current tax information and create a mock tax return - no surprises in how much you will owe
Roadmap Development - Present side by side scenarios (current situation vs potential situation) and provide recommendations for future ways to save and a better tax outcome
Implementation & Ongoing Planning - Implement a forward-looking strategy to maximize future earnings and check in annually for potential changes in your tax situation and/or tax law
Why Krueger CPA Group?
Forward-looking plans provide a road map to help avoid unnecessary future tax liability
Most clients see a 3-5x return on tax planning investment
BBB A+ Rating
33% of our profits are given to charities & non-profits
Contact Us
512.833.9020 | support@kruegercpagroup.com
What Our Clients Say
“The Krueger CPA team has been a breath of fresh air for our family office, various business entities, and my personal taxes. They are a proactive group of accountants, bookkeepers, and tax strategists that make our ability to do business so much easier than our former firm. I would recommend Krueger CPA to anyone who is looking for a professional CPA firm that gets it done right!”
“My wife and I run a real estate brokerage and development business, so we have a lot of accounts and complexity for our returns. I highly recommend their tax planning meeting early in the year as it gives you the information you need to maximize your returns and how to allocate capital the most efficiently. That one hour has already saved us tens of thousands of dollars. As a small business owner, tax planning and preparation generates a good 10-20% of my profit each year. Don’t miss out on yours. ”
“As taxes became more complex for our family over the years we have used Krueger CPA and have nothing but positive things to say. The team has been a pleasure to work with. Any and all questions or concerns are promptly addressed. Meetings are thorough and we always learn from them. We have confidence in the services they have and continue to provide for us.”