Tax Planning For Big Savings2018-03-09T07:41:37+00:00

Tax Planning For Big Savings

Would You Like to Shrink Your Yearly Tax Burden?

Our Proprietary Plan Will Minimize Your IRS Liability

Our tax professionals focus on mastering the nuances of tax law, complex tax codes and staying up-to-date on changes that will affect your tax returns throughout the year.

We do this because we know that planning is the key to valuable tax savings and we want to help you plan for greater income by implementing tax savings strategies throughout the year that will benefit you all year long.

Our clients pay the least amount of taxes allowable by law because we help them look for ways to minimize their tax burden. Let us help you, too!

Did you know, for instance, that you can…

  • Move your income into lower tax brackets by splitting income among family members or legal entities.
  • Shift income and/or expenses to different years in order to best take advantage of lower rates.
  • Defer tax liability through some types of investment options.
  • Avoid tax liability through some types of investment options, both on the federal and state level.
  • Increase your tax deductions by purchasing things that you enjoy.

These, and other Tax Saving Strategies, will help you:

  • Benefit from the growth and savings of your own assets by keeping them out of the government’s hands.
  • Reduce taxes on investments so that you can grow your money quicker.
  • Keep more of what you make by reducing your taxed income.
  • Defer income in order to keep your money now and pay your taxes later.
  • Understand estate taxes and planning so that your family gets to keep more of what you make.
  • Give money while reducing taxes to maximize your giving potential.
  • Plan for retirement in ways that best benefit you rather than the IRS.

When you become our client, you are paying for a service that will pay you back. Most of our clients experience tax burden relief, as well as time saved and peace of mind. Our fees are often paid back through the reduced tax liability you will enjoy as part of our planning and legitimate tax savings strategies.

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Excellent service

Considering the complexity of my tax situation and my often late submission of documents to the Tolbert Team - they always work tirelessly to get my taxes in on time. [...]

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Opened my first small biz in 2010, Sherry and her team has provided great service and support for all of our tax & accounting needs. Gary Stinnett, Cibolo Liquor, San [...]

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I highly recommend Sherry Tolbert and her staff. We have counted on Sherry and her team to prepare our taxes for many years. She has always done an excellent job, [...]

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