Tax Planning
For Big Savings

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.

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!

Beth Loxley’s Case for Umbrella Insurance

So, this is the time of year when IRS notices start pouring into Northeast Ohio mailboxes. And while the IRS has put a hold on a lot of those, some are still trickling through.And no one likes getting them.The problem right now is that the IRS is still in “treading...

Buy Now Pay Later Pitfalls Northeast Ohio Shoppers Should Beware

Although the strain of tax season is behind us, I know we all are feeling the weight of financial strain on our daily lives.The pressure cooker of inflation, pandemic / post-pandemic, cultural upheavals, global friction, political shifts, etc. has really taken its...

E.A. Loxley & Associates on Back Taxes & Dealing with the IRS

When you owe back taxes to the IRS, they suddenly become very interested in your personal financial affairs.They’re going to start poking their nose into things that you’ve never seen the IRS be interested in, such as your:Housing costsCar payment, gas, and...

When Amending a Tax Return Is Right for Northeast Ohio Taxpayers

Today I’m talking about second chances.Ctrl + Z. Ever used that keyboard shortcut? It’s also known as the “undo” button – a do-over if you will. Let me tell you, I use the “undo” button a lot. Making typing mistakes or pressing the wrong button is just too easy,...

Why Disability Insurance Matters – Beth Loxley’s Take

Pre-2020 most of us would have had difficulty imagining (let alone preparing for) the effects of a worldwide virus. It seemed… (You just knew I had to throw that GIF in there, right?)That’s the rough thing about the unexpected. It’s difficult to prepare for or...

How Northeast Ohio Taxpayers Can Wisely Spend A Tax Refund

We’re all itching for reliably warmer temps and a reprieve from the heaviness of the world around us, and it’s a great temptation – especially this year – to take that big chunk of cash that Uncle Sam just handed you and spend it on whatever will divert, distract,...

Why Northeast Ohio Tax Debtors Should Unload Tax Debt Now

Here we are, nearing the end of tax season. It’s been one wild ride. I for one am counting the days until I can turn off my phone, sip on some iced tea, and get lulled to sleep by the wind and bird songs while swinging comfortably in a hammock. If you can’t reach...

How Northeast Ohio Retirees Can Stretch That Retirement Fund

Today we’re going to jump into the world of retirement withdrawal strategies and how to make your retirement fund stretch as far as possible. So, how do you make it last? Let’s take a look.How Northeast Ohio Retirees Can Stretch That Retirement FundEver notice...

House Hacking Guide for Northeast Ohio Homeowners

There’s a lot going on out there right now as the visible signs of spring begin to emerge. While the birds sing with the morning sun and longer hours of sunshine brighten everyone’s outlook – the whistle of mortar shells continues to echo throughout Ukraine and the...

Beth Loxley’s Perspective on Tax Filing Extensions

Today’s issue we’re diving into tax filing extensions… and Northeast Ohio people do this for all kinds of reasons. Truthfully, extended deadlines and delays have been pretty commonplace in the tax world over the last few years. Sometimes life smacks you in the face...