Blog

Proactive tax planning is my absolute favorite thing to do on the planet. It’s where I really shine. It’s where our firm shines and it’s what separates PLR from, I’m gonna say 90% of the firms out there. Proactive tax planning happens in several different ways. Our office has a really structured process on this, so nothing gets missed, but in general, it’s really a year round review of your income, your expenses, and your strategy for utilizing tax laws to reduce your tax or show business income if you’re looking to sell, it’s not always tax savings that’s the goal. There could be other goals, but it’s a year round approach.