Tax Planning

tax planning greenfield wisconsin

Tax Planning Done Right!

Do You Think You Pay Too Much In Taxes?

You’re not alone! Even the government thinks you pay too much. That’s right even the Government Accountability Office (GAO) thinks you pay too much! They estimate that taxpayers overpay taxes by almost a billion dollars each year due to mistakes they and their tax preparers make on their tax returns.



Tax Planning is the key to tax preparation. When preparing your tax return, it is too late to make any changes. Typical tax professionals focus on putting the right numbers in the right boxes on the right forms. They do a great job recording history – usually the history you gave them!

Certified Tax Coach

Certified Tax Coaches™ focus on proactive tax strategies to save you money before April 15. They don’t just record history- they help you write it.

Certified Tax Coaches™ have completed special training, along with ongoing continuing education requirements. They also must adhere to the American Institute of Certified Tax Coaches Code of Ethics.

Leverage The Tax Experts

Not everyone shares the same opportunities for tax planning, but if you fall into one of these three groups, you can’t afford to miss the benefits from our tax savings professionals’ insight and analysis:

  • You own your own business
  • You own real estate
  • You manage investments

If you want to keep every dollar the law allows, you can’t afford to wait until April 15. You need a plan that takes advantage of every legal deduction, credit, loophole, and strategy available. Our tax savings professionals are able to use tax savings strategies to create you a unique tax savings plan specific to your needs.

Download an example of our Tax Planning Discovery Road Map

Year End Tax Tips

Dale Hammernik on TMJ4

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