Tax Planning 

Don’t waste money by not following the right tax guidelines. With expert guidance, you can get a much better idea of how to structure your finances to make the most of tax deductions. Tax planning is at the core of what we do.

Leslie Dyer and Associates will consult with you to find out what your goals are.  From there, we help businesses, individuals and families achieve the most efficient tax strategy to maximize wealth and minimize tax obligation.

Considerations of tax planning include the timing of income, size, the timing of purchases, and planning for expenditures. tax planning strategies can include saving for retirement in an IRA or engaging in tax gain-loss harvesting.

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.  We make it a priority to now the current tax laws and new tax regulations.