Certified Public Accountants and Consultants
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Lexington: 336-248-8281

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Charlotte: 704-372-0960

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Raleigh: 919-832-6848

Personal Tax Planning

Everyone wants to minimize his or her tax burden. That is the number one goal at Rives & Associates: to help you strategically plan in order to reduce the amount of tax you pay. We work with our clients to help them understand the implications of executing a sound tax plan – or the consequences of not. We don’t like to give our clients those April 15th surprises. We strive to plan early and maximize our tax planning window. Many planning techniques cannot be implemented after December 31st. Therefore, trying to tax plan while your return is being prepared is extremely difficult and limited.

Every tax plan should be unique. Beware of “cookie-cutter” plans. This is not a “one-size fits all” engagement. Your plan should be tailored to your specific set of circumstances. With our experience, we can develop an overall tax strategy that, when implemented, will give you the results you are looking for.

Cumulatively, our firm has in excess of 100 years of tax planning experience on staff. Let us put that experience to work to provide you the tax results you deserve. Call one of our experienced staff members today.