Tax Planning

Planning ahead is crucial to maximizing after-tax income. And considering the complicated landscape of tax regulations and laws, it is critical to work with an accounting professional who delivers thorough and careful tax planning and preparation. With over 30 years of experience in accounting services, Michael provides clients on a year-round basis with proactive and advantageous strategies for tax savings. His holistic, comprehensive approach to tax accounting takes into consideration not only the previous year’s taxes, but also business and personal goals as well as current or anticipated tax implications, including:

  • Life changes, such as marriage, divorce, births and deaths
  • Charitable giving, tax loss harvesting, AMT and tax law changes
  • 1031 Exchanges
  • Estate and gift tax

Michael works with individuals, partnerships, corporations, trusts, and exempt organizations of across diverse industries to reduce tax liability while preparing and filing tax returns and all related forms.