Tax Planning
Offering Certified & Personalized Tax Planning Services
Providing Strategic Tax Planning Services - Since 1985
Millan and Company's Tax Planning services aim to help clients understand their overall tax exposure, anticipate future tax changes, and make personal and business decisions with knowledge of their tax implications. Tax planning is a vital process in managing your total tax liability.
Going farther than tax compliance, our tax planning will allow you to understand your current situation and reach your goals by actively advising tax savings strategies to optimize your after-tax income.
Our leadership team tracks regulation and tax changes, including bonus depreciation strategies, equity compensation, Section 199A flow-through and environmental credits, to guide our clients in the ever changing tax ecosystem and provisions- delivering strategic accounting expertise to assist meeting the goals of individuals and businesses of all sizes.
Tax Planning Benefits:
The list of strategic tax planning benefits are crucial and include:
Understanding the impacts of existing and proposed tax law changes
Lowering current year tax burdens
Minimizing future tax liabilities
Averting penalties and interest
Wealth accumulation management
Strategic Tax Planning Services for Growing Businesses (with employee needs)
Strategic Equity Compensation, including:
ISOs (Incentive Stock Options);
NSOs (Non-Qualified Stock Options);
RSUs (Restricted Stock Units)
These asset tools- combined in an appropriate balance between near and long-term objectives provide balanced growth for both businesses and their employees.
We work with your fiduciary partner(s) to provide customized, combined holistic compliance reports. And strategic guidance for your growth.
Millan & Company's Tax Planning Process
Authentication & Consulting - Assemble and analyze your information and estimate your tax liability to determine exactly how much will be owed.
Roadmap Options - Review scenarios (current vs potential situations) and arrange multiple plans for future saving methods and optimal outcomes.
Recurring Planning - Apply a proactive strategy to optimize future earnings and check in annually, or quarterly as needed, for any changes in tax law and your current circumstances.
We focus on client satisfaction, offering remote service and delivering high-quality services at fair rates.
Contact us to learn how we can help you create a sound strategy and help you meet your goals.
