Tax Planning and Preparation

Proactive Tax Planning — For Those Who Want to Pay Less

Tax planning is more than just typing numbers in boxes. At SWC, we’re focused on increasing your net worth, protecting what’s yours, and minimizing your taxes.

You have a job to do, a business to run, a life to live, family members to care for. You don’t have time to decipher the 70,000-plus pages of tax code to identify all your qualified tax deductions, tax credits, and legal strategies for reducing taxes. You don’t have the time or focus to get up to speed on all the investment options and financial products available that not only protect and grow your wealth but also reduce your tax burden.

That’s where we come in. We know the tax code, stay current with changes, and know how to take advantage of every available tax break, all the while remaining compliant with the tax code. We take a proactive, year-round approach, personalized to achieve your financial goals, whether you’re an employee, executive, business owner, or independently wealthy investor.

Your finances are our priority, so we work closely with you to plan and manage your finances and taxes throughout the year, then prepare and file your tax return, giving you the peace of mind that comes with knowing that your tax return was prepared by tax-code experts. If you have a question or concern at any time, we’ll respond quickly with shrewd personalized guidance and solutions, regardless of the complexity of the situation.

Why SWC?

We have answers to questions you may not think to ask

  • What is shifting and how can I use it to reduce, defer, or eliminate my taxes?
  • Can the time value of money be used to lower my taxes and increase my net worth?
  • How do recent changes in the tax code affect me?
  • What’s the difference between a tax deduction and a tax credit?
  • Can the consequences of the golden parachute rule be mitigated?

Not planning your taxes gives the government more of your money

  • Tax prep without tax planning leaves money on the table — not your table — the government’s.
  • Without a comprehensive financial plan, you’ll lose money to taxes, inflation, and unexpected hardships.Minimizing taxes requires forethought, a clear
  • understanding of the tax code, and proactive financial decisions.

Tax planning that’s as unique as your finances

  • Year-round work on your account enables us to capitalize on time-sensitive tax opportunities.
  • Our personalized tax blueprints are as distinctive as you are.
  • Minimizing your tax burden starts with comprehensive financial planning.

For most firms, tax planning is nothing more than tax projection — estimating what you’ll owe when tax time rolls around. At SWC, we offer true tax planning, personalized to reduce your tax burden. Our plans employ four strategies:

  • Timing: Generally deferring taxes to future dates to take advantage of lower rates.
  • Shifting: Moving taxable income from a higher tax rate person or entity to a lower one; for example, from a parent to a child.
  • Code: Taking advantage of tax deductions, credits, and tax-saving techniques to reduce taxes in compliance with the tax code.
  • Product: Using financial products, such as a life insurance policy’s tax-free death benefit, to preserve wealth.

Every Opportunity Begins with a Conversation

Let’s discuss your tax plan and how it supports your big-picture financial objectives.

Request a Callback…

at a time that works for you.

Give Us a Call…

Mon. – Thurs.: 9 a.m. – 5 p.m. PT
Fri.: 9 a.m. – Noon PT

Send Us an Email…

we’ll reply during business hours.

Use our Contact Form…

we’re just a click away.

FREE DOWNLOAD
The Small Business Guide to Reducing Your Tax Burden Legally

The tax code has become complicated to the point where Albert Einstein wouldn’t be able to unpack it. The good news is that you don’t have to be a genius to reduce your business taxes.

Terms & Conditions Agreement(Required)
Hidden
This field is for validation purposes and should be left unchanged.