Tax Planning Services

Business decisions can result in unanticipated tax consequences. Before making any costly mistakes, consult with a reliable Fort Lauderdale, FL accounting firm like Heritage Accounting & Tax Services. When you turn to us for guidance, we’ll draw on our wealth of tax planning experience and offer advice on what choices make the most financial sense. We’re proficient in tax regulations and know how to coordinate tax planning techniques that will reduce tax liabilities. The maze of tax laws change regularly so we’re constantly educating ourselves on any revisions that could affect our small business clients; then we take proactive measures to develop strategies that will minimize the impact to your profits.

If you’re starting a new business, we can determine which business structure will bring the highest tax savings now and in the future. We also provide income tax planning for individual business owners and taxpayers and will find ways to reduce your income taxes so you can keep more of what you earn.

Tax Planning for Businesses and Individuals

We offer a variety of tax planning services to both businesses and individuals. Conscientious tax planning throughout the year can save you money and make tax time easier. Call us at 954-797-5060 and request a free initial consultation to learn more.

Strategic Tax Planning

As your trusted tax advisor, we carefully anticipate how your business could be impacted by tax laws. Our goal is to manage your effective tax rate so more profits are directed towards your bottom line.

Succession Planning

There are many questions involved in business succession planning. Will your family retain ownership of the business? Will you transition ownership to a key employee? We'll work with you to consider these options ahead of time and develop a plan that's in line with your personal priorities.

Non-Profit Tax Planning

Non-profit organizations are under constant scrutiny from the IRS and must stay in compliance in order to maintain their tax exempt status. We understand tax planning for non-profits and will make sure your records meet government standards.