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Tax Planning

At Custom Professional Accounting, powered by Alluvial Tax & Planning, we believe that proactive tax planning is the key to long-term financial success. Unlike tax preparation, which focuses on the current year, tax planning looks ahead, identifying strategies to minimize your tax burden over time. Our approach combines expert knowledge with cutting-edge technology to deliver our advice to you.

We help you save.

Using state-of-the-art software, we analyze your tax returns to uncover opportunities for future savings.

 

This technology enables us to:

  • Identify deductions and credits you may not be using.

  • Project the tax impact of financial decisions.

  • Tailor strategies that align with your unique financial goals.

Teamwork

Key strategies we consider.

  1. Retirement Account Distributions:

    • We help retirees determine the most tax-efficient way to withdraw from their retirement accounts. Our analysis considers factors such as required minimum distributions (RMDs), tax brackets, and long-term financial needs.

  2. Roth IRA Conversions:

    • Deciding whether and how much to convert to a Roth IRA can significantly impact your tax burden. We guide you through the process, helping you understand the immediate tax implications and long-term benefits.

  3. Income Timing:

    • Strategically timing income and expenses can help you manage your tax bracket, possibly leading to big savings.

  4. Tax-Efficient Investments:

    • We analyze your investment portfolio to identify opportunities for tax savings through asset location and tax-loss harvesting.

  5. Strategies for Business Owners:

    • Business Structure: Choosing the right business entity (e.g., LLC, S-Corp, C-Corp) can have a significant impact on your taxes. We help you evaluate your current structure and review how a different structure might reduce your tax liability.

    • Business Retirement Plans: Implementing retirement plans such as SEP IRAs, SIMPLE IRAs, or 401(k)s can provide tax advantages for both the business and its employees.

    • Other Tax-Saving Ideas: We explore strategies such as depreciation, expensing options, and tax credits specific to your industry to maximize your savings.

Benefits of working with us.

  • Tailored Planning: Every client’s financial situation is unique. Our strategies are designed to fit your specific needs and goals.

  • Long-Term Impact: Tax planning isn’t just about this year—it’s about creating a plan that saves money for years to come.

  • Expert Guidance: With over 30 years of experience, our team ensures you stay informed and compliant with the latest tax laws.

  • Cutting-Edge Technology: Our software enables us to provide deep insights and actionable recommendations quickly and accurately.

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 Get Started Today!

Let us help you take control of your financial future with proactive tax planning. Schedule a Tax Planning Consultation to discover how our strategies can work for you.

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​1714 Marion Waldo Rd, Ste A,

Marion, OH 43302

Regular Hours
Monday – Friday:
8:30 a.m. to 4:30 p.m.

 

Tax Hours
February through April
Monday – Friday:
8:30 a.m. to 5:30 p.m.
Saturday: 9:00 a.m. to 1:00 p.m.

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