Tax Planning

Tax Planning is not just for the rich and famous. As we approach 2026, this is an ideal time to focus on year-end tax planning let us help you with reviewing your tax planning strategies to minimize 2025 tax liability. While the One Big Beautiful Bill Act (the “OBBA”), signed into law earlier this year, included many tax changes to the tax system. Among other changes, the OBBA made permanent many provisions of the 2017 Tax Cuts and Jobs Act were otherwise scheduled to sunset, and included marginal changes to certain existing rules.

Do you have the skill and knowledge of tax law to deal with complex tax regulations, technological changes if not, give yourself piece of mind and let Phil Williams, retired IRS Agent with forty years of experience help you get on the Roadmap to Individual Tax Savings!

Proactive tax planning is essential for managing your tax liability and optimizing your financial health. My tax planning services are designed to provide strategic advice tailored to your specific financial situation. By analyzing your income, expenses, investments, and other financial factors, I develop a comprehensive plan to minimize your taxes and maximize your savings. This includes identifying potential deductions, credits, and tax-efficient investment strategies that align with your financial goals. Whether you're planning for retirement, managing investments, or navigating changes in tax laws, my services offer valuable insights and guidance. 

Effective tax planning not only reduces your tax burden but also helps you avoid costly penalties and ensures compliance. Don't wait until tax season to think about your tax strategy. Contact me today to start planning for a financially secure future.