Tax Planning in Miami

Many clients ask us, “What is tax planning? Isn’t that part of the tax preparation process you already perform?” The straightforward response is no, not exactly. Tax preparation involves working with information based on your last year’s tax return, reflecting events that have already occurred.

Tax Planning is a service that requires a proactive approach by building a strategy for the future, aiming to minimize your tax liability in the upcoming tax season. This process involves analyzing various financial elements, such as income, expenses, investments, and deductions.

The planning process you can expect when you hire Greenlight Financial to develop a tax strategy for you or your business begins with a thorough examination of your present financial standing, including anticipated business revenue or income. We will leverage the existing tax code and our team will construct a strategy that is both compliant and effective, aiming to minimize your tax liability and maximize your profits or retained income.

Some key aspects that will be considered in the planning process are:

  • Income Management
  • Deduction and Credit Optimization
  • Investment Planning
  • Estate Planning
  • Business Planning
  • Retirement Planning

Who should consider tax planning services?

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    Individuals that make or are expecting to make over $100,000 in a year

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    Business owners or active investors in the stock market

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    Individuals that own a substantial amount of real estate

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    Individuals that have multiple sources of income that generate six figures in profits.


What our current Greenlight clients are saying

Gladys D.

Finally after years of trying to find the right mix of talent who ‘gets’
what my businesses (plural) need – Love my Greenlight folks!

Rodolfo G.

GLF are hands down the most trustworthy people when it comes to accounting services.

Shakti N.

Greenlight Financial has been an excellent choice!

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