Tax Planning
TAX COORDINATION AND TAX MANAGEMENT IN PALM DESERT, CA
OUR TEAM WILL HELP YOU PLAN FOR TAX SEASON
When it comes to tax planning, it’s one of the most important things that you need to make sure you’re staying on top of. We know how stressful and daunting a task that it can be, however. That’s why Boracchia Wiviott Wealth Partners will work with you to make sure you’re ready for tax time! Based out of Palm Desert, CA, we work with clients in Coachella, Rancho Mirage, Bermuda Dunes, Indio, Indian Wells, Cathedral City, La Quinta, Palm Springs, and more.
WHAT TO KNOW ABOUT TAX PLANNING
During the tax planning procedure, there are a number of different things that we’ll be doing. We will examine your previous, current, and anticipated future income and discuss how your goals and interests may influence how you handle your taxes. We examine your previous tax returns, investments, and any other relevant financial data to identify opportunities that may benefit you in the future. We stay on top of ever-changing tax rules to provide you with the safest and most effective tax options.
THE BENEFITS OF TAX PREP
By planning in advance, your taxes will surely benefit. Some of the benefits you’ll notice are:
Making the most of your tax bracket
Less "surprise taxes"
Fewer potential penalties
And more!
Decreases in your personal taxes