To effectively manage tax obligations, proper planning must be considered throughout the year, not just at tax time. With everchanging tax laws we diligently monitor updates to the tax code and pinpoint new opportunities to save our clients money on their taxes. 

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Our team understands the complexities of tax code and will help ensure that you are making the proper tax planning decisions for you, your family and your future. FLAG Services approach involves more than just a review of your previous year taxes. We will advise you about the various tax implications you currently have or may anticipate having and then construct a proactive tax plan to help assure that you aren’t paying more than you need to in taxes.

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We recommend Tax Saving Strategies that help you...​

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• 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.

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

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• 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.

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Remember, the goal is to help you save while remaining compliant with the Department of revenue.