- Educate – PFS will educate ourselves on the variables that are currently impacting our client’s books. We will also explore short and long range goals and how your current tax strategies are helping or hindering those goals.
- Advocate – PFS will then present to our clients what tax savings are available based on the current presentation of the books and what changes can be made to maximize tax savings.
- Administrate – PFS will oversee the changes necessary to justify the tax savings in the current year and provide quarterly checkups in future years to ensure the client’s books remain in compliance with the tax savings plan.
PFS Tax Planning
Our tax planning is a crucial step in comprehensive tax savings. Tax laws are complex — navigating them requires education, experience, and efficacy.