What is Tax Planning and Advisory?
Tax Planning and Advisory is a proactive service that helps individuals and businesses legally reduce their tax burden by planning ahead instead of reacting at year-end. It involves reviewing income, expenses, investments, business structure, and future goals to identify strategies that minimize taxes, improve cash flow, and avoid costly surprises.
Unlike basic tax filing, tax planning focuses on long-term strategy. It may include timing income and expenses, maximizing deductions and credits, structuring compensation efficiently, planning for major transactions, and preparing for growth or succession. The goal is to ensure compliance with tax laws while optimizing overall financial performance throughout the year — not just during tax season.