When we fail to plan, we plan to fail

While no one can predict all the challenges life throws our way, it is possible to manage many of them to our benefit through expert planning. Simply reacting to the year’s events in tax preparation misses opportunities to utilize tax strategies to save significant money, time, and headaches.

Do-it-yourself tax prep software is completely devoid of planning. It takes the facts as you report them and spits out compliant accounting. Even if you are fortunate to have found a competent professional who asks comprehensive questions before completing your return, you still have missed the most fundamental part of the process—making strategic moves based on your specific situation that net the lowest tax liability for not only the current year, but future years.

Tax planning helps you manage life’s roller coaster, smoothing out the rough spots and creating new opportunities. Impact Tax Partners looks at your unique goals, challenges, and needs to provide the right tax saving advantages for you. We provide the forward-thinking planning element missing in so many tax preparation relationships.

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How do you know when to apply for Social Security benefits? The answer to this depends less on your age than your total financial picture. We help you make an informed decision so you can be confident that you are maximizing this valuable, but confusing, taxable benefit.

Tax planning for business owners is crucial. Compliance, employee benefits, expansion, and cash flow are all impacted by tax treatment. We help you understand the tax implications of decisions before you make them.

It’s Not what you Earn – It’s what You Keep

You’ve worked hard for your assets, and taxes shouldn’t unnecessarily diminish them…for you or your heirs. We can show you ways to keep, or give, more.

Our CPA tax preparation service goes far beyond the simple filing of a tax return. As an Impact Tax Partners client, you can rest easy knowing that a knowledgeable and experienced tax team is in your corner. Successful client relationships are built on more than codes, legislation, and paperwork. They are forged through communication, education, and a common interest—making the most of your financial journey.