Tax Planning

Tax Planning for Businesses & Individuals

Taxes can have a major impact on your financial and investing goals.  Effective tax planning can not only impact your current year’s tax liability, it can also reduce eventual estate taxes, maximize your retirement savings, reduce the cost of financing your children’s education and help you manage your cash flow so you can meet your financial goals.

At Popa & Associates, PC, our professionals work with clients year-round on proactive tax planning to help businesses and individuals lower their tax bills and take full advantage of all available credits and deductions.

How Can We Help You?

At Popa & Associates, PC, our success is tied to your success. We offer a full range of tax planning and tax preparation services for businesses, individuals and families to ensure that you keep more of what you make.

Start Planning Your Financial Future Today

An effective tax plan can achieve the following goals:

• Reduce the current year’s tax liability
• Reduce any potential future years’ tax liabilities
• Maximize the tax savings from allowable deductions
• Minimize the effect of the AMT on this year’s tax liability
• Maximize tax savings by taking advantage of available tax credits
• Maximize the amount of wealth that stays in your family
• Minimize capital gains tax and the Medicare Contribution Tax on net investment income
• Avoid penalties for underpayment of estimated taxes
• Increase availability of cash for investment, business or personal needs by deferring your tax liability
• Manage your cash flow by projecting when tax payments will be required
• Minimize potential future estate taxes to maximize the amount left to your beneficiaries and/or charities (instead of to the government)
• Maximize the amount of money you will have available to fund your children’s education and your retirement

Ready to Take the Next Step?

If you feel like too much of your hard-earned money goes straight to the IRS instead of your bank account, then we can help.

Call us today at 412-854-1260 or complete the form to find out how effective tax planning can help you save money.