Tax Planning

Would You Like to Shrink Your Yearly Tax Burden?
Our Proprietary Plan Will Minimize Your IRS Liability.

Our tax professionals focus on mastering the nuances of tax law, complex tax codes and staying up-to-date on changes that will affect your tax returns throughout the year.

We do this because we know that planning is the key to valuable tax savings and we want to help you plan for greater income by implementing tax savings strategies throughout the year that will benefit you all year long.

Our clients pay the least amount of taxes allowable by law because we help them look for ways to minimize their tax burden.

Let us help you with your tax planning, too!

Did you know, for instance, that you can…

  • Move your income into lower tax brackets by splitting income among family members or legal entities.
  • Shift income and/or expenses to different years in order to best take advantage of lower rates.
  • Defer tax liability through some types of investment options.
  • Avoid tax liability through some types of investment options, both on the federal and state level.
  • Increase your tax deductions by purchasing things that you enjoy.

These, and other Tax Saving Strategies will help you:

  • Benefit from the growth and savings of your own assets by keeping them out of the government’s hands.
  • Reduce taxes on investments so that you can grow your money quicker.
  • Keep more of what you make by reducing your taxed income.
  • Defer income in order to keep your money now and pay your taxes later.
  • Understand estate taxes and planning so that your family gets to keep more of what you make.
  • Give money while reducing taxes to maximize your giving potential.
  • Plan for retirement in ways that best benefit you rather than the IRS.

When you become our client, you are paying for a tax planning service that will pay you back. Most of our clients experience tax burden relief, as well as time saved and peace of mind. Our fees are often paid back through the reduced tax liability you will enjoy as part of our planning and legitimate tax savings strategies.

Let Us Help:

NFT Tax Implications for Washington Investors

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2021 Tax Credits Washington Taxpayers Can Bank On

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Tax Identity Theft Protection Tips for Washington Taxpayers

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Factors Affecting Washington Taxpayers’ 2021 Tax Refund

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Credit Cards: A Money Management for Washington Teens Tool

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How to Reduce Taxes in Retirement: Ryan Rupert’s Pro Advice

Before I get into today’s discussion on how to reduce taxes in retirement, let’s talk about the combined excitement of the Super Bowl, the Olympics, and Valentine’s Day that has swept Washington homes and businesses the past week. A surge of football parties, hours...

Retirement Contribution Tax Deductions for Washington Filers

So, I’m not one for constant gloom-and-doom talk, but I do believe in giving it to you straight. And here it is:Things at the IRS are a maelstrom of hot mess. Some very serious voices are sounding the alarm of impending disaster at the agency ... and no one really...

Pros and Cons of Long-Term Care Insurance: Rupert Tax & Advisory Services LLC’s Guide

Before I get into discussing the pros and cons of long-term care insurance, let’s talk about the weather… yeap… the weather.Warm and sunny temps marked the holiday season for most of the US in 2021, ruining visions of a white Christmas. Now, at the beginning of 2022,...

Ryan Rupert’s List of 2021 Tax Documents Needed for Filing

Ding ding ding! Open season on 2021 tax filing has officially begun, and we’re already rolling up our sleeves and getting to work on tax returns for some of our Washington clients.With all the backlog and changes at the IRS, getting ahead of the tax storm is going to...

Ryan Rupert’s Tips on Getting Help with Medical Debt

Before I get into my tips for getting help with medical debt, let me start out by saying… we’re less than ONE WEEK away from the IRS beginning to receive electronically-filed returns.That means different things to different people in our Washington client family, but...

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