Tax Planning

EFS has many years of experience in the field of taxation and our knowledgeable staff in combination with our powerful tax planning software  can help you make sure you make informed financial decisions.   Tax planning can help you avoid an unexpected tax bill in April. Additionally, if we know the details of your circumstances before the end of the year, we may be able to help you mitigate the impact of your decisions.
If you have experienced any of these events in the current year, you may benefit from tax planning:

  • Marriage
  • Retirement
  • Higher education costs
  • Birth
  • Death
  • Started a new business
  • Loss of employment
  • Retirement plan distributions
  • Large medical expenses
  • Gain/loss on sale of stocks or property