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subject: Proactive tax planner [print this page]


Taxes are dreadful and unpleasantTaxes are dreadful and unpleasant. They differ from person to person, and because they reduce returns, it looks better to quote before-tax figures. Tax-planning strategies need to be customized to each person's distinguishing situation, and consulting with a qualified tax professional can be helpful.

Terri Ward CPA provides full-services in tax planning and preparation. In addition we also provide QuickBooks services, audit & asset protection, risk management, financial planning, employee benefit consulting, estate planning and succession planning, and more located in Tualatin, OR.

The secret to reducing your tax bill is planning. Tax planning is a significant part of an accounting practice regardless of rate changes, number of deductions or amount of rules & regulations. The key difference, as we all know, is that tax planning requires looking ahead to the rest of this year, along with a few years into the future. Instead, tax preparation software looks backwards. Our main attraction here is on the proactive use of tax planning software to provide value-added and Multimedia services to our client base. Tax-loss harvesting is a helpful tool to increase after tax returns, but it is of no value if there are no capital gains taxes to offset eventually. Investors should focus and concentrate on developing a sound investment plan first and then look at ways to increase after-tax returns through tax-harvesting strategies.

A Certified Public Account (CPA) advises and prepares taxes for individuals, businesses, and others. They will help you to think, analyze, and I understand facts and figures. Planning and Control are the two most essential elements to a Successful Business. A Business Plan takes most of the guess work out of Business Strategies and Control through solid financial analysis. Financial Data provides a way to gauge where you are in your Strategic Plan, telling you where changes in your Plan are necessary. Because of this, Financial Data Analysis and Management are vitally important to running a successful business.

Terri Ward CPA is a Proactive tax plannerit provides an ideal opportunity to review existing tools, with innovative ideas and skills to improve the accomplishment of the tax function. By addressing these empower upfront in the conversion to proactive tax planning, clients will benefit from faster close cycles, increased communication, improved controls in tax and an opportunity to focus tax resources on proactive value-added tax planning and less on compliance.

Proactive tax planner

By: Philips




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