Chief Financial Officer Services
Outsourced CFO leadership, bookkeeping, payroll and QuickBooks — so you can concentrate on building your company.
Learn MoreTax Planning
Planning is the key to successfully and legally reducing your tax liability — and it only works while the year is still open.
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.
We go beyond tax compliance and recommend tax saving strategies to maximize your after-tax income.
Find Out What You Could Be Saving
One conversation is usually enough to see where the opportunities are — and we will tell you honestly if there aren’t any. No obligation, no jargon, no pressure.
Answers
Tax Planning FAQs
What is the difference between tax planning and tax preparation?
Tax preparation reports what already happened; by the time a return is prepared, most opportunities have closed. Tax planning happens while the year is still open and changes the outcome — the timing of income, the structure of an entity, the size of a retirement contribution, the sequence of a sale. We do both, and the planning is where the money is.
When is the best time to start tax planning?
Now. Our clients 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. Waiting until filing season removes most of the available levers.
Does tax planning only make sense for high earners?
No. Anyone with variable income, a business, rental property, an approaching retirement, or a significant life change — a sale, an inheritance, a move to Florida — has decisions to make that carry a tax cost. The strategies scale.
How does Florida’s lack of a state income tax affect my planning?
Florida imposes no personal income tax, which makes federal strategy the whole game and makes the year you establish Florida residency unusually important — particularly for households arriving from a state that taxes income and will look closely at a part-year return. It also changes the maths on Roth conversions and on realising capital gains after a move. See our service-area pages for market-specific detail.
More Services
Explore our other services
Bookkeeping
Clean, current, reconciled books every month — plus QuickBooks set-up, clean-up and training from a Certified ProAdvisor.
Learn MoreTax Preparation
Individual and business returns prepared by an IRS Enrolled Agent with unlimited practice rights.
Learn MoreRetirement Planning
Readiness analysis, contribution strategy and income planning built toward financial independence.
Learn MoreEstate Planning
Discussion, recommendations and research tools that make estate planning simple and worry-free.
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