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Increase Your Savings with Lake Mary Tax Planning

top view of business team working togetherWe founded Joaquin Torres CPA, PA in 1995 to provide business owners and working professionals with an efficient tax and accounting experience in Lake Mary, Volusia County, and Orange County. Whether you're struggling to come up with a tax strategy for your start-up or you're going through a significant change in your personal life, our friendly accountant is here to help.

We understand that everyone's financial situation is different and work to maximize your savings and minimize your tax liabilities. Our team enjoys seeing you find success through our Lake Mary tax planning services and looks forward to working alongside you. Get in touch with Joaquin Torres CPA, PA today regarding your free initial consultation!

Call Us: (407) 878-1040 Book a Consultation

What Goes Into Effective Tax Planning?

business people looking at spreadsheetTax laws can be challenging to understand, even for experienced business owners and entrepreneurs. Trying to decipher your personal or company tax obligations can be a daunting, time-consuming task that reduces your ability to focus on your day-to-day affairs. Instead of struggling through obscure tax laws and regulations, allow our friendly CPA to guide you through the process.

We break down the specifics of your business or personal financial situation, so you know exactly where you stand. Our accountant is familiar with laws at the local, state, and federal levels and can help you save valuable time and money during the tax season. We make sure you take advantage of all the deductions that apply to you across the different levels of tax legislation. Doing so allows you to keep more of your hard-earned money in your pocket while staying compliant with IRS requirements.

Our firm offers several personalized Lake Mary tax planning packages to suit your needs. All of our packages ensure you have access to our CPA throughout the calendar year, so you can receive prompt assistance if you have a question or run into a problem. We provide tax planning as a component of our accounting packages and as a standalone service to best meet your needs.

Supporting Businesses with Efficient Tax Planning

Developing effective tax strategies to protect your company's revenue during the tax season takes experience, research, and meticulous oversight. We've worked alongside businesses spanning a wide range of industries and have extensive experience assisting real estate agencies. Whether you're a real estate agent or run a restaurant, we can help you by:

  • Deciphering your state and federal tax obligations
  • Researching your tax situation to find all eligible deductibles and credits
  • Proposing tax strategies such as employee retirement accounts, expenses, and business entity selection

When you rely on our team to handle your Lake Mary business tax planning, you can be confident that your finances are in good hands. We're committed to developing effective, personalized strategies that genuinely benefit your company and protect your revenue.

Tax Planning Strategies for Individuals

Ensuring that your taxes are filed correctly and on-time is essential for individuals and companies. As a working professional we understand how much work you've put in throughout the year and want to preserve as much of your hard-earned money as possible. In addition to ensuring you take advantage of all eligible deductibles, our team:

  • Discusses the potential costs and benefits of deferring some tax liabilities using retirement plans, pension plans, and other strategies
  • Guides you to opportunities that reduce your taxable income
  • Estimates the taxes you'll owe on existing investments and your current income

Planning Around Significant Life Changes

top view of business partners reviewing finance reportBoth planned and unexpected life-changing events can substantially impact your financial status and your tax planning approach. Perhaps you're considering retirement, getting married, or buying your dream house. The financial decisions you make throughout the year have a considerable impact on how much money you'll owe in taxes, and we're here to help you through the process.

Whatever life events you're going through, we're prepared to develop a flexible Lake Mary tax planning approach that considers your short- and long-term goals and current status. We keep in touch with you to ensure you're never left wondering about our progress as we navigate your shifting tax obligations.

Personalized Lake Mary Tax Planning to Meet Your Needs

When you choose to partner with Joaquin Torres CPA, PA for your tax needs, you can count on our team to design innovative strategies that suit the situation at hand. We work closely with individuals and business owners to set realistic goals and help you achieve lasting financial success. Our accountant is excited to hear from you, so give our Lake Mary office a call today to schedule a consultation!

Call Us: (407) 878-1040 Book a Consultation

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