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Plymouth MA Tax Planning Services- Bakken CPA

Tax planning, whether it be for your business or personal income tax strategy, should be an integral part of your business financial planning as well as for your individual income tax savings goals. Bakken CPA is committed to developing tax planning strategies for business and individuals through a proactive comprehensive approach. Our accounting firm has developed a system to help our clients optimize tax credits and income based on solid financial decisions and optimal tax deductions for your business as well as your individual tax liabilities. Our skilled tax specialists bring years of experience in Federal and Massachusetts state tax code to ensure your financial business decisions are made with tax consequences and compliance in mind. Our tax planning services will bring you peace of mind, eliminate end of year surprises and minimize overpaying tax liabilities.

Our Tax Planning Process

Our 5 step PRO~CORE™ enables us to identify your needs and develop a plan best suited to those needs, creating a positive client experience. PRO~CORE™ stands for a PROactive Comprehensive Approach to Organization, Resulting in Excellence. We use this process in our office and with our clients.

Initial 15-minute call to talk about changes to the current year’s tax return by examining last year’s tax return and asking questions
Information needed:
a. Previous year’s tax return
b. Current year’s information such as pay stubs, business net income (projected to the end of the year), and any other documents that will affect the current year’s information.
c. Miscellaneous information as needed
Prepare Tax Planner Analysis Report
2nd 15-minute call to discuss the results and suggestions.