Which path are you on, tax preparation or tax planning?

Tax preparation and filing taxes is something we all have to do but it focuses on looking at the past. Tax planning on the other hand is a choice and it focuses on looking to the future. When combined with comprehensive financial planning, it helps you keep more of what you earn so you can save more and spend sooner.

Let’s start a conversation so you can begin to explore tax planning strategies whether you are employed, self-employed or incorporated.