Personalized Tax Planning

Almost every financial decision is impacted by taxation. That is why we consider timely tax planning to be a crucial component of your overall financial plan in business and life.

Because every tax situation is different, we begin by taking the time to learn about you and your business. We ask questions about your lifestyle and listen carefully to your responses. We are committed to building a strong relationship with you so that we are able to fully meet your needs. Then we build a customized tax planning strategy that is just right for you and your business. You’ll get specific ideas on how to reach the lowest tax burden within the confines of the law.

You’ll also be able to apply specific tax strategies to your specific issues. Some of these issues may include timing with business and personal expenses, estimating and setting up quarterly tax payments, paying your kids and claiming all available tax credits.

Answering Your Tax Questions

We also provide the answers to your tax questions such as:

What business entity should I create for my new business?

Do I need to set up a business organization (incorporate)?

When taking money out of retirement accounts, brokerage accounts or investment funds, how much should I withhold for taxes?

Considering tax implications, which retirement plan should I choose from the several different qualified and nonqualified types that my company offers?

What should I do if my income exceeds the threshold for claiming the tuition credit for my college-aged child?

As a pastor, how do I claim my housing allowance?

There are a lot of moving parts that go into tax planning. Robideau CPA works with you to answer all of your questions and clear up any confusion. We’re here to navigate your unique situation and establish a strategy that makes your tax time a success.