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Tax Planning Services
strategic tax plan
Tax Planning is a continuous process of decisions, and the adjustment of those decisions for each new challenge and opportunity. It is a relationship between one skilled and caring professional and a concerned client. At S&A, we help you to steadily grow in line with your personal and business goals with tax planning and tax strategies. We assist you in identifying, quantifying and prioritizing your financial goals.

With the S&A Financial Management System Model® in place, tax-planning strategies become more
effective in:

Reducing tax liabilities requires ongoing strategic planning, experience and knowledge. We work on the present while planning for the future.
tax planning services
  • Maximizing Income
  • Minimizing Taxes
  • Counteracting Negative Effects of Inflation

S&A stays on top of the latest tax planning strategies and technology. We use sophisticated hardware and software to give us up-to-the-minute knowledge of the latest tax developments, including legislation, regulations, rulings and cases.

Periodic and Annual Reviews
Tax Planning is a process, which must be re-evaluated over time as your life and goals change. We meet with our clients periodically to evaluate their situations and minimize their tax liability. The Tax Planning process gives you something else as well...control. By planning for your financial future, you become a participant that takes the initiative instead of a passive bystander. It is an important step in reaching your dreams.

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