TAX PLANNING1 - Palma Financial


Make the Most of Your Money with Tax Planning:

Do you know the difference between tax planning and tax preparation? Tax planning is a proactive approach that can help you legally lower what you owe in taxes. It involves much more than just preparing the proper forms. People often mistakenly believe that their CPA is trying to save them money when they pay for tax preparation services, but that’s not their job. They’re only preparing your return for IRS compliance, which can cost you more than you realize. 

Make the Most of Your Money with Tax Planning:

At Palma Financial Services, we help business owners with customized tax-saving strategies. Even if your accountant has the best intentions, you’re probably still missing out on crucial ways you could be saving thousands of dollars each year.

Palma tax experts review more than deductions. Did you know that many businesses aren’t adequately structured to save money on taxes? Often, there are also niche-specific strategies business owners could be taking advantage of. We look at things like your retirement and insurance accounts, tax cuts, and even hidden loopholes most accountants don’t know exist.

Don’t Risk It:

Don’t risk paying thousands of dollars more in extra taxes, penalties, or fees. You need a tax planner who can align your tax savings with your goals. We can also help you set aside taxes quarterly, so you never get a surprise tax bill again. 

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Build Wealth Without Cutting Costs:

What if you could save this year and each coming year? When you save money on taxes, you also increase your monthly cash flow. What if you invested that extra money? Tax planning allows you to build more wealth without needing to increase your income or even reduce spending. At Palma Financial, our tax experts can help you create a savings and investment plan to grow your nest egg or your business. 

Request Your Custom Tax Plan:

Millions of dollars are left on the table each year by taxpayers due to simple mistakes. Whether you need help understanding the difference between deductions and credits, or the changing laws around tax brackets, we’re here for you. To take the guesswork out of your yearly tax preparation, contact us at Palma Financial Services today.