Wheaton Tax Planning

Wheaton tax planning is an integral part of your financial plan. Without a team of professionals on your side, you are likely to overlook incentives that are allowed to you. That’s why 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’s important to remember that our accountants work for you, not for the IRS. It is our goal to help you keep more of your hard-earned income. This is accomplished by carefully planning and implementing legitimate tax strategies created by our tax accounting firm.

Wheaton Tax Saving Strategies will help you:

Grow and preserve Wheaton assets by keeping Uncle Sam out of your pockets
Defer Wheaton income so you can keep your money now and pay less tax later
Reduce Wheaton taxes on your income so you keep more of what you make
Reduce taxes on your Wheaton estate so your family keeps more of what you’ve made
Reduce Wheaton taxes on your gifts so you can give more
Reduce taxes on your Wheaton investments so you can grow your wealth faster
Reduce taxes on your retirement distributions so you can retire in true Wheaton style

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

Splitting Wheaton income among several family members or legal entities in order to get more of the income taxed in a lower bracket
Shifting Wheaton income or expenses from one year to another in order to have them fall where it will be taxed at a lower rate
Deferring Wheaton tax liabilities through certain investment choices such as pension plans, contributions, and other similar plans
Using Wheaton certain investments to produce income that is tax exempt from either federal or state, or both, taxing entities
Finding Wheaton tax deductions by structuring your money to pay for things you enjoy, such as a vacation home.