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One Park Place, Suite 3A

Plymouth, MA 02360

(508) 746-4663

By Fax at:
(508) 746-4889

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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.

  1. 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
  2. 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
  3. Prepare Tax Planner Analysis Report
  4. 2nd 15-minute call to discuss the results and suggestions.

Sample Tax Planning Analysis Report

sample page of a tax planning strategy
sample page of a tax planning strategy

Tax planning services include;

  • Strategic tax planning for businesses and individuals
  • Alternative minimum tax planning
  • Multi-state tax planning
  • Business succession planning
  • Trust and estate planning
  • Tax planning for non-profit organizations
  • CFO Services (financial statements, projections, etc…)
  • Federal and Massachusetts State Tax Preparation
Infographic for Bakken CPA Accounting Process

Tax Planning for Businesses and Individuals

Learn more about our tax planning services by calling us at (508) 746-4663 or click here to schedule your free initial consultation.