Tax Planning

Planning is the key to successfully reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.


We continually are looking for ways to minimize your taxes throughout the year, not just at the end of the year.


We recommend Tax Saving Strategies that could help you...

  • grow and preserve assets 
  • defer income so you can keep your money 
  • reduce taxes on your income 
  • reduce taxes on your estate 
  • reduce taxes on your gifts 
  • reduce taxes on your investments 
  • reduce taxes on your retirement distributions 

Remember, we work for you not for the IRS. Many of our clients saves and reduces tax liability through careful planning and legitimate tax strategies.



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2001 W. Broadway Suite #7

Louisville, Kentucky 40203



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