Annual Tax Planning

Filing season looks backward; tax planning looks forward. Most people only see their tax bill after the year is over, when nothing can change it. Count myAccount reviews your full picture before the year unfolds — income, investments, business activity — identifies where you can legally lower what you owe, and checks prior returns for credits you missed. You leave with a written action plan, not a guess.

What’s included

• A tax plan built around your situation
• In-depth analysis to find tax-saving opportunities
• Tax-optimized investment guidance
• Small-business tax planning
• Prior-year returns reviewed for missed credits and refunds
• Every credit and deduction maximized
• Record-keeping guidance