Proactive Tax Planning
Proactive and holistic tax planning is more than just checking if your eligible for tax credits, deductions, and exemptions. Advanced tax planning goes beyond that to dig deeper. There are over 72,000 pages to the United States Tax code, and no one person can be an expert in it all. Mundt & Associates, Inc. works closely with some of the nations leading specialists in tax planning strategies, and we utilize a process to help you identify the most fitting solutions. It's our job to show you what can be done, what the pros and cons are, and the level of risk with each strategy. To learn more about our process, we invite you to schedule a meeting to discuss your current situation.
Who needs tax mitigation? We find that business owners and high income individuals benefit the most from advanced tax planning strategies. If you are paying 6 figures or more in income taxes each year, or you own an asset that has appreciated in value and would be subject to capital gains, you'd be a good fit. Our clients also benefit from planning for estate taxes, and by creating a plan, we are able to significantly improve your situation.
Already have a tax plan in place? The tax landscape is always changing, and it's good to have your plan reviewed to make sure it's going to create the most optimal result for you and your family or business. Reach out to our team to schedule a meeting to discuss your tax issues today!