Tax Planning & Strategies

Oldest City Financial Consulting LLC will put into place strategies that will help to minimize your tax obligation and we will put these into place based on your needs for the current tax year. Planning is the key to successfully and legally reducing your tax liability. Oldest City Financial Consulting LLC goes beyond tax compliance and recommends tax saving strategies to maximize your after-tax income. We make it a priority to enhance our knowledge of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars. Our clients, whether they are businesses or individuals pay the lowest amount of tax allowable by law because we continually look for ways to minimize these taxes throughout the year, not just at the end of the year. We will recommend tax saving strategies that will help you…

• Defer income so you can keep your money now and pay fewer taxes later.
• Reduce taxes on your income so you keep more of what you make.
• Reduce taxes on your estate so your family keeps more of what you’ve made.
• Reduce taxes on your gifts so you can give more.
• Reduce taxes on your investments so you can grow your wealth faster.
• Reduce taxes on your retirement distributions so you can retire in comfort.