Tax Planning

woman planning her taxes

Strategic tax planning

Year-round tax planning is essential for individuals and businesses to minimize their federal and state taxes, take advantage of all possible credits and deductions, and ultimately save money. Advanced tax planning is critical for staying ahead and avoiding unwelcome surprises come April 15th.

We offer timely consultations throughout the year and at key moments, such as when a new asset is acquired, or a material event occurs. Let us help you take control of your taxes – contact us today!

ASSET PLANNING

Realizing material deductions and credits associated with constructed assets is an important piece to tax planning

TAX PREPARATION

We offer a wide range of tax planning and preparation services for individuals and families

FINANCIAL PLANNING

A well-crafted financial plan is like a road map to life, helping you navigate unexpected turns and remain on course towards your goals.

ESTATE CONSULTING

A complete estate plan should include an analysis of your will, insurance policies, retirement plans, current and projected family needs, charitable giving goals, and business succession plans.

We want to be a part of your overall success.

D'Angelo & Easton provides expert accounting support, tailored to the unique needs of each client. From providing guidance on growing pains and capital gains to traditional services like bookkeeping, we are here to help you succeed financially with custom solutions that can be scaled for your needs.

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