Tax Planning

Tax planning is, perhaps, the most important and crucial thing you can do for yourself, your family and your business.

Tax Planning Services in Massachusetts

Professional tax planning services can be the key to your tax planning strategy designed specifically to save you time and money.

  • The first place to begin is your Adjusted Gross Income. This is such a major factor that its impact can have an effect on your entire life and on the life of your family. Your AGI is an intricate part of your financial picture from bank loans, to college financial aid, to business loans to a home mortgage. Professional tax planning will begin there to so that advantages can be gained down the road.
  • There are additional strategies such as deferring income and lowering your taxes on estates, investments, and distributions that professional tax planning can assist you with.
  • Deferring certain tax liabilities is yet another way you can save and reduce your tax burden. Tax credits, also, can play a vital role in easing your liability and your risk. Your tax planning professional can bring these strategies to the forefront and make them a tool that can be used year after year.
  • Are you self employed? Are you a small business owner? These are unique situations that need unique tax saving strategies. Every situation is different and things change so quickly that you absolutely must have certain tax planning strategies in place or end up putting you, your family and your business at continuous risk.

There are so many variables to your specific situation that you need a tax planning professional on your team. When you have a plan in place, you will have fewer concerns, less stress, and you will be able to concentrate on those things that you do best without the constant worry about your financial situation and tax liabilities.

Contact Armen G. Derderian, CPA, M. TAX., CGMA today at 978-794-9200 to schedule an appointment.