Tax Planning

Tax Planning 2018-02-23T20:54:43+00:00

Tax Planning

Tax planning is the key to successfully and legally reducing your tax liability. At Jones Sager & Company, we offer tax accounting services that go beyond tax compliance. Our team proactively recommends tax saving strategies to maximize your after-tax income.

Tax planning is an important part of your financial plan. With Jones Sager & Company, businesses and individuals pay the lowest amount of taxes allowable by law. Our CPAs and tax accounting team continually look for ways to minimize your taxes throughout the year, not just at the end of the year. It is our goal to help you keep more of your hard-earned income.

It’s important to remember that the accountants at Jones Sager & Company work for you, not for the IRS. We ensure tax efficiency by exploring a variety of different tax-related considerations. Many of our clients save top-dollar in reduced tax liability through careful planning and legitimate tax strategies created by our tax accounting firm.

Tax Saving Strategies will help you:

  • Grow and preserve assets by keeping Uncle Sam out of your pockets

  • Defer income so you can keep your money now and pay less tax later

  • Reduce taxes on your income so you keep more of what you make

  • Reduce taxes on your estate so your family keeps more of what you’ve made

  • Reduce taxes on your gifts so you can give more

  • Reduce taxes on your investments so you can grow your wealth faster

  • Reduce taxes on your retirement distributions so you can retire in style

Here’s just a few of the Tax Saving Strategies we use:

  • Splitting income among several family members or legal entities in order to get more of the income taxed in a lower bracket

  • Shifting income or expenses from one year to another in order to have them fall where it will be taxed at a lower rate

  • Deferring tax liabilities through certain investment choices such as pension plans, contributions, and other similar plans

  • Using certain investments to produce income that is tax exempt from either federal or state, or both, taxing entities

  • Finding tax deductions by structuring your money to pay for things you enjoy, such as a vacation home.

We’re the Tax Planning Experts

Jones Sager accountants make it a priority to enhance our mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars.

Ready to talk?

Give us a call or email us to set up your business consultation today!

Let’s Talk

Contact Us

1001 E Main Street
Suite B
St Charles, IL 60174

Phone: 630-377-2900