Tax Planning
Stop Waiting Until Tax Time to Think About Taxes.
Tax planning looks at your expected income, business structure, deductions, retirement planning, and other opportunities before the year is over.
We help you identify strategies that may legally reduce your tax liability and then help you implement them correctly.
The initial consultation is free.
Reviewed by Zheng Yang, CPA · Updated
What is tax planning at Yang Financial Services?
Proactive, year-round tax planning designed to identify legal tax-saving opportunities before the tax return is filed and help the client implement the strategies.
Who is tax planning for?
Real estate agents, 1099 professionals, business owners, and higher-income individuals whose tax situation is significant enough that planning during the year can make a meaningful difference.
Who is it not for?
Someone who only wants a low-cost tax return prepared with no planning, discussion, or implementation.
How It Works
How does tax planning work?
Understand your income, business, expenses, current tax position, and goals.
Project your tax liability and identify potential strategies.
Build an implementation plan and review the results as circumstances change.
Common tax planning questions
Isn't tax planning just finding deductions?
No. At Yang Financial Services, deductions are only one part of tax planning. Good planning also looks at income, business structure, retirement planning, timing, expenses, and other legal strategies that may affect your overall tax position, and then builds a plan to put the right ones into action.
Do I have to wait until the end of the year?
No. In fact, waiting can remove opportunities. The earlier Yang Financial Services understands your expected income and situation, the more time there may be to take appropriate action, such as adjusting estimated tax payments or retirement contributions before the year closes.
Also from Yang Financial Services
Let's Figure Out What Makes Sense for You.
The first conversation is about understanding your situation. If we believe we can help, we will explain how. If we are not the right fit, we will point you in the right direction.
Schedule Your Free ConsultationThe initial consultation is free.