TAX PLANNING

WHAT’S IN YOUR FUTURE?

Tax planning may not the first thing on many people’s minds but it is one of the critical things individuals or businesses need to think about for their financial future.
The whole point of tax planning is to ensure tax efficiency, so you are never paying more taxes than you owe and are taking advantage of tax options and tax credits of which you may not be aware.

WHAT IS TAX PLANNING?

Tax Planning is a critical part of your financial planning and allows you to plan for income increases or decreases, major purchases, investments or retirement plan decisions. All parts of planning your financial future have tax considerations that you’ll want to review with an accountant.

WHY DO I NEED A CPA?

Your CPA is important for developing tax strategies and tax shelters. People with complex tax returns, high tax liability, or small business owners especially benefit from the expertise of a CPA.

Your CPA understands the tax ramifications of your financial plan. An accountant can help you find opportunities and strategies that help you get ahead. At Jacob George CPA, PC we help you know if you are depreciating all your assets in the most productive manner or if your business structure is the right one for now and the future, and of course we decipher the fine print of any changes in the tax laws that may be of benefit for you.

Most CPA firms are paid for their accounting, tax consulting and preparation services as an hourly or a set fee price. In the case of Jacob George CPA, PC, we do not ever receive commissions from the sale of any investment or financial products.

TAX PLANNING SERVICES

Jacob George, CPA PC offers Tax Planning Services to continuously monitor federal, state and local tax law changes to help you plan for what you owe now and in the future and minimize your taxes due. We help you align the timing of your investments and analyze the tax ramifications of different types of retirement plans. We can assist you in planning for tax impacts due to income changes. We are a full-service accounting firm and can help you with all your tax consulting, tax planning, or retirement planning needs. We also have expertise in estate and trust preparation and planning.

ABOUT YOUR CPA

A CPA differs from a basic accountant or employee of tax preparation shops in that we are held by certain standards set by the Texas State Board of Public Accountancy. These requirements help protect the public and the integrity of our work and also require education, certification, and an annual continuing education requirement.

OTHER TAX SERVICES

We are a full-service accounting firm and can help you with all your tax consulting, tax planning, or retirement planning needs. We have expertise in estate and trust preparation as well as business incorporations, bookkeeping, and payroll.

Business Tax Returns
Bookkeeping Services
Individual Tax Returns