Don’t miss out by waiting until April 15th.  Our tax team works with you throughout the year to take advantage of tax planning strategies.

The bite of taxes can be reduced with proper planning.

The team at Rowling & Associates stresses the importance of having one firm handle all your financial planning, investments, and taxes. True synergies occur when all the pieces are known by your financial and tax advisors. You get the benefits of avoiding unnecessary taxes through year-end strategies and long-range tax planning.

Tax planning opportunities include:

  • Year-end planning to develop strategies for lowering taxes
  • Roth conversion analysis
  • Fringe benefit planning
  • Retirement plan options
  • Choosing the most tax-efficient business entity
  • Structuring transactions to save money and taxes
  • Taking advantage of tax law changes as they occur
  • Structuring quarterly estimated tax payments

Learn what income tax strategies you can use to lower your taxes. Call Rowling & Associates at 619-295-0200 to schedule your free introductory meeting.