Tax Planning for Appleton and the Fox Cities
We will look at your past, current, and expected future income, and talk about how your goals and interests may affect how you manage your taxes. We look at your past tax returns, your investments and any other relevant financial data, searching for opportunities that can benefit you in the future. We make sure to stay on top of the everchanging tax laws so you get the safest and most effective tax plans.
Benefits of Tax Planning
Working with Jann Kostecke, CPA can lead to these benefits:
- Reduce your personal taxes
- Optimize your tax bracket
- Pay for education in the most tax-efficient way
- Reduce taxes on investment income
- Reduce "tax surprises"
- Pay for health care in the most tax-efficient way
- Use retirement savings to your best advantage
- Avoid penalties on underpayment of taxes