Strategic Tax Planning

Effective tax planning can save you money and optimize your financial strategy.


Proactive Tax Planning for Financial Success

Proactive tax planning can help you save money and minimize your tax liability. Whether you're starting a business, getting married, or planning for retirement, our expert team can guide you through the process and ensure you make the most of available tax strategies.

Start Now

Take control of your finances and optimize your tax savings with proactive planning.

Plan Ahead

Stay ahead of tax changes and make informed decisions for your financial future.

A photo of my Filofax Original Nude in personal size for my Instagram page. Planning, in order to be productive, is very important to me and I find that it would be important for most professionals to use a similar system in order to free up headspace, to be more calm and less Renáta-Adrienn

Streamlined Tax Planning Process for Maximum Savings

Our tax planning process is designed to help you minimize your tax liability and maximize your savings. From the initial consultation to the implementation of tailored strategies, we guide you every step of the way.

Expert Tax Planning Strategies for Your Financial Goals

Our team of experienced tax professionals will work closely with you to develop personalized strategies that align with your financial goals. We stay up-to-date with the latest tax laws and regulations to ensure you receive the most accurate and effective advice.

Efficient Implementation of Tax Planning Strategies

Once we have developed the optimal tax planning strategies for your unique situation, we will assist you in implementing them efficiently. Our goal is to ensure a seamless transition and help you start benefiting from the savings as soon as possible.

woman in black long sleeve shirt holding black ceramic mugby Priscilla Du Preez 🇨🇦

Personalized Tax Planning: Tailored Strategies for Your Unique Financial Goals

At Avid Accounting, we understand that everyone's financial goals are unique. Our tax planning services are designed to help you maximize your savings and minimize your tax liabilities. With our personalized approach, we take the time to understand your specific needs and develop tailored strategies that align with your goals. Whether you're planning for retirement, starting a business, or considering the tax implications of your estate, our team of experts is here to provide you with the guidance and support you need. Contact us today to learn more about how our tax planning services can benefit you.

Jazmin at Avid Accounting did a great job on the tax return for our homeowner’s association. She is super-responsive, completely professional, and makes excellent use of secure online tools...

Susan Templeton

CEO, XYZ Company

Minimizing Tax Implications for Beneficiaries

Our expert team specializes in providing comprehensive tax planning services for wills and trusts. We understand the importance of minimizing tax implications for beneficiaries, and we work closely with our clients to develop personalized strategies that maximize their financial benefits.

Steinmännchen - Stonemen. Made with Canon 5d Mark III and vintage analog lens Leica Summilux-R 1.4 Markus Spiske

Expert Tax Planning Services Available

Schedule a consultation to discuss your tax planning needs with our experienced team.


Meet Our Team

Our team of professionals is here to serve you.

Jazmin Cicotti
Certified EA

Jazmin Cicotti has worked in the tax and accounting field for 7 years. On her days off, Jazmin loves family, hiking, and playing piano.

Virtual Assistant

Brianna is responsible for helping with the day to day duties at Avid Accounting. She's the one that makes sure things happen.

We're hiring!

Intersted in joining our team? Click the link below to see what open poitions we have.


Find answers to commonly asked questions about tax planning and how it can benefit you.

What is tax planning?

Tax planning is the process of analyzing your financial situation to minimize your tax liability and maximize your tax savings. It involves strategic decision-making and utilizing various tax strategies to legally reduce the amount of taxes you owe.

Why is tax planning important?

Tax planning is important because it allows you to take advantage of available tax deductions, credits, and exemptions. By planning ahead, you can optimize your financial decisions to minimize your tax burden and keep more of your hard-earned money.

When should I start tax planning?

It is never too early to start tax planning. Whether you are an individual or a business owner, proactive tax planning can help you make informed financial decisions throughout the year and ensure that you are well-prepared for tax season.

How can I benefit from tax planning?

Tax planning can benefit you in several ways. It can help you reduce your tax liability, increase your tax refunds, optimize your financial decisions, and provide peace of mind knowing that you are in compliance with tax laws and regulations.

Do I need professional tax planning services?

While it is possible to do tax planning on your own, professional tax planning services can provide expert guidance, ensure accuracy, and help you navigate complex tax laws. They can also save you time and help you maximize your tax savings.

Still have questions?

Contact us for more information or to schedule a consultation.