Tax
Planning
It
is our job to see that you pay no more tax than the law requires.
We
monitor the changes in the tax law that could affect you and recommend
tax saving strategies. We will prepare all your tax returns and
serve as your advocate in all tax matters.
If
you are contacted by any government agency concerning your tax
matters, your first call should be to us. We will take care of
it so that you can get on with your business.
There
is a certain mystique that has grown up around tax planning and
tax-cutting techniques. We are here to put tax planning in plain
English for you.
There
are actually several basic tax-cutting strategies, and most plans
involve one or a combination of them. In a nutshell, the strategies
are:
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Splitting
income among several family members or legal entities in order
to get more of the income taxed in lower brackets. |
|
Shifting
income from one year to another in order to have it fall where
it will be taxed at the lower rate. |
|
Shifting
deductions from one year to another to place them where the
tax benefit will be greater. |
|
Deferring
tax liability through certain investment choices and through
pension plan contributions. |
|
Structuring
your affairs to obtain a tax deduction for some expenses paid
for things you enjoy - a vacation home, for example. |
|
Investing
your money to produce income that is exempt from either federal
or state income tax, or both. |
Call
us for an appointment. We will discuss your financial
and tax situation and determine how we can help you.
What
are your chances of being audited by the IRS?
Click HERE
to learn more about audits.
Do
Le & Company
Certified Public Accountant
2150 Ringwood Avenue San Jose, CA 95131
(408) 433-1788 Fax: (408) 521-0743
donna@donnalecpa.com
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