Tax Planning

Tax planning is essential to helping you to legally reduce the amount of your tax liabilities. As a firm, we are dedicated to assisting you with making sure your business is tax compliant. Consider the following tax saving strategies to help maximize your tax deductions and minimize your tax liabilities for this year:

  • Make your cash donations before the end of the year
  • Clean out your closets and donate to your favorite charity
  • Adjust your withholding or make estimated payments, if applicable
  • Consider if you have any capital losses that you can realize by December 31
  • Meet the December 31 deadline if you plan to convert an IRA to a ROTH

With the recent tax law changes, schedule your tax health check-up to ensure everything is in order for your current and future financial health.

Schedule an appointment today!


Use the below tax checklist to organize your tax records:

2650 FM 407 E
STE 145 BOX 403
Phone:(940) 242-2152

Schedule an appointment today!