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Don’t let your taxes be taxing. 

Our team communicates year-round with our clients to help them keep what they earn and tailor tax plans that address their individual and organizational needs.Planning is the key to avoid the tax surprises we never like.

Every decision you make has tax implications, and our goal is to enhance and protect your bottom line.  As tax laws are quickly created or amended, your decisions and actions need to anticipate these changes to minimize the tax implications.

Preston & Associates tracks changing tax regulations, so you don’t have to.  We understand how changes to tax law will affect your business or individual needs, and advise you on how to take advantage of special opportunities created by such changes.

We handle the planning and administration of estates to manage the tax burden to the lowest level possible.  We consult with you to integrate succession planning and exit strategies with your estate plans in order to maximize the transfer of wealth.

We recommend Tax Saving Strategies that help you...

  • grow and preserve assets by keeping Uncle Sam out of your pockets.
  • defer income so you can keep your money now and pay less taxes later.
  • reduce taxes on your income so you keep more of what you make.
  • reduce taxes on your estate so your family keeps more of what you've made.
  • reduce taxes on your gifts so you can give more.
  • reduce taxes on your investments so you can grow your wealth faster.
  • reduce taxes on your retirement distributions so you can retire in style.

Here's just a few of the Tax Saving Strategies we use...

  • Splitting income among several family members or legal entities in order to get more of the income taxed in lower bracket.
  • Shifting income or expenses from one year to another in order to have them fall where it will be taxed at a lower rate.
  • Deferring tax liabilities through certain investment choices such as pension plans, contributions and other similar plans.
  • Using certain investments to produce income that is tax exempt from either federal or state or both taxing entities.
  • Finding tax deductions by structuring your money to pay for things you enjoy, such as a vacation home.

Remember, we work for you not for the IRS. Many of our clients save many times the fee in reduced tax liability through careful planning and legitimate tax strategies.

If you'd like to receive more information about our Tax Planning Service, please complete this form.

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