Personal & Business Tax Planning

Given the size and scope of the Internal Revenue Code, such planning can compartmentalize into several categories. Among the categories that affect our clients, as well as U.S. citizens on a daily basis are the following: personal tax planning, estate tax planning, capital gains tax planning, income tax planning, real estate tax planning and business tax planning.

Proper tax planning requires vigilance. It is never too early or too late to implement a plan or strategy necessary or required to best seek opportunities to lessen your tax burden. Patrick Financial Group, L.L.C., can be an integral part of your tax planning team

Questions or To make An Appointment:

Tax Planning:
  • Personal tax planning and keeping tax burdens lower
  • Estate tax planning in preparation of death taxes
  • Capital gains tax planning to avoid withdrawal penalty
  • Lessening your tax burden requires vigilance