Tax Planning For Big Savings

Would You Like to Shrink Your Yearly Tax Burden?
Our Proprietary Plan Will Minimize Your IRS Liability.

Our tax professionals focus on mastering the nuances of tax law, complex tax codes and staying up-to-date on changes that will affect your tax returns throughout the year.

We do this because we know that planning is the key to valuable tax savings and we want to help you plan for greater income by implementing tax savings strategies throughout the year that will benefit you all year long.

Our clients pay the least amount of taxes allowable by law because we help them look for ways to minimize their tax burden.

Let us help you with your tax planning, too!

Did you know, for instance, that you can…

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Move your income into lower tax brackets by splitting income among family members or legal entities.

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Shift income and/or expenses to different years in order to best take advantage of lower rates.

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Defer tax liability through some types of investment options.

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Avoid tax liability through some types of investment options, both on the federal and state level.

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Increase your tax deductions by purchasing things that you enjoy.

These, and other Tax Saving Strategies will help you:

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Benefit from the growth and savings of your own assets by keeping them out of the government’s hands.

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Reduce taxes on investments so that you can grow your money quicker.

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Keep more of what you make by reducing your taxed income.

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Defer income in order to keep your money now and pay your taxes later.

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Understand estate taxes and planning so that your family gets to keep more of what you make.

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Give money while reducing taxes to maximize your giving potential.

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Plan for retirement in ways that best benefit you rather than the IRS.

When you become our client, you are paying for a tax planning service that will pay you back. Most of our clients experience tax burden relief, as well as time saved and peace of mind. Our fees are often paid back through the reduced tax liability you will enjoy as part of our planning and legitimate tax savings strategies.

Let Us Help:

What Do I Need To File My Taxes This Year With My New Castle County Tax Pro?

 Key TakeawaysBring valid government photo IDs and Social Security cards (or ITINs) for every person listed on your return to verify identities and prevent fraud. Collect all W-2s and 1099s, including the new Form 1099-DA for any digital asset or...

Which Tax Credits Do I Qualify For? A Guide For New Castle County Taxpayers

Key TakeawaysThe Child Tax Credit is up to $2,200 per child, with up to $1,700 available as a refundable payment even if you owe no taxes. Adoptive parents can now claim a credit of up to $17,280, with up to $5,000 of that amount now fully refundable. If you...

What Tax Changes Are Coming in 2026 For New Castle County Filers?

 Key TakeawaysTax rates didn’t change, but brackets and deductions did. Inflation adjustments mean more income is taxed at lower rates. The SALT deduction cap jumped to $40,400, making itemizing relevant again for many households. New deductions for...

How Can New Castle County Retirees Reduce Required Minimum Distribution Taxes?

Disclaimer: This content is provided for general educational purposes and does not constitute individualized tax advice. Tax planning strategies should be evaluated based on your specific circumstances in consultation with a qualified tax professional. Key...

What Are Tax Planning Strategies New Castle County Taxpayers Should Use First In 2026?

 Key TakeawaysGetting organized early helps prevent missing income documents and IRS matching issues later. January is the best time to check withholding and estimated tax payments for the year ahead. Contribution limits for retirement and...

What Are The Best Year-End Tax Moves New Castle County Taxpayers Can Make Last Minute?

 Key TakeawaysYou can still make charitable gifts that count for this tax year, including donor-advised funds and stock donations. Depending on your income level, it may make sense to itemize deductions and repay a fourth-quarter state estimated tax payment...

What Does the IRS Math Act Mean For New Castle County Taxpayers?

 Key TakeawaysIRS notices must now provide a clear, specific explanation of the exact error. Not generic language or guesswork. The IRS must prominently tell you about your 60-day right to request abatement, including the exact deadline date. Line...

What’s the New Castle County Gig Worker Solution to a Surprise Tax Bill?

 Key TakeawaysEstimate your full 2025 tax liability now (including income tax and Self-Employment Tax) to avoid underpayment penalties before the January estimated tax deadline. Maximize year-end deductions such as mileage, home office, equipment purchases,...

IRA v Roth IRA v 401(k): Should New Castle County Taxpayers Convert Before 2026?

 Key TakeawaysTraditional IRA gives you a tax break today and taxable withdrawals later.  Roth IRA means tax-free growth and withdrawals later.  401(k) has larger limits with employer-based tax benefits. A Roth conversion adds income to...

What Are The Best Safe Online Shopping Tips For New Castle County Holiday Shoppers?

Key Takeaways Watch for IRS impersonation scams.  Use a password manager. Strong, unique passwords for every account are non-negotiable. Keep your devices updated. Software updates often patch newly discovered security flaws. Use antivirus...

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Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!