Tax Planning

Welcome to Freeman & Associates CPAs, where we specialize in personalized individual and business tax planning services. Our experienced team is here to assist you in navigating the complex landscape of tax laws to optimize your financial well-being. Whether you’re looking to minimize your tax liability, maximize deductions, or plan for your financial future, we have the expertise to guide you through every step. We can’t just rely on tax planning for one year, we must look at a longer period and that’s what we do as we build relationships with our clients.

Our Individual Tax Planning Services:

1. Tax Assessment and Strategy: We will assess your unique financial situation and develop a tailored tax strategy that aligns with your goals. We’ll identify potential tax-saving opportunities and help you make informed decisions, throughout the year, not just at tax time. 
2. Income Tax Preparation: Our meticulous approach to income tax preparation ensures accuracy and compliance. We’ll work to uncover all eligible deductions and credits, minimizing your tax burden and maximizing your return, over the long term, not just for one year.
3. Investment Tax Planning: Investment income comes with its own set of tax implications. We’ll help you navigate the tax aspects of your investments, ensuring that you’re making tax-efficient choices that contribute to your overall financial success.
4. Retirement Planning: Planning for retirement involves understanding the tax implications of different retirement accounts and withdrawal strategies. We’ll help you create a tax-efficient retirement plan that aligns with your future aspirations. We work with many of our local investment advisors and maintain open communication with your financial advisor so we’re all on the same page.
5. Year-Round Support: Our commitment to your financial well-being doesn’t end after tax season. We offer year-round support, staying up-to-date with any tax law changes that may impact your situation and providing guidance as needed.
6. We Make Ourselves Available: One of the most important building blocks of our relationships is our commitment to be available when you need us. We encourage you to ask questions, let us know what you’re thinking of doing or planning on doing, we want to be there to make sure we we’re effectively managing your income tax exposure and minimizing it when it makes sense to.

Why Choose Us:

• Expertise: Our team brings a wealth of knowledge and experience to the table, ensuring that you receive the highest quality tax planning services.
• Personalized Approach: We recognize that every individual’s financial situation is unique. Our solutions are customized to fit your specific needs, goals, and circumstances. Communication is key and we make sure that’s a priority with all of our clients.
• Ethical Practices: We adhere to the highest ethical standards in the industry, prioritizing your financial success while maintaining strict compliance with tax laws and regulations.
• Client Education: We believe in empowering our clients with knowledge. We’ll explain complex tax concepts in a clear and understandable manner (down to earth), so you can make well-informed decisions.
• Peace of Mind: With our expert guidance, you can navigate the intricate world of taxes with confidence, knowing that your financial future is in capable hands.
• Communication: Our staff is dedicated to maintaining timely, open lines of communication, we have found that it’s imperative to build and maintain a relationship in this business and we try our best to keep that communication throughout the year.