Tax Planning Services

Charlotte tax planning

Josh Cahan, CPA provides tax planning services to both businesses and individuals that's designed to minimize tax liabilities and maximize after-tax income. Through year-round tax planning, our staff will help you pay the least amount of taxes possible while maintaining compliance with tax laws and regulations. Our Charlotte, NC CPA firm is dedicated to staying up-to-date to tax codes and ever-changing regulations, making it easier for you to keep more of what you earn.

Tax Services for Businesses and Individuals

For new businesses, we identify which business structure will bring the most tax savings and allow you to become profitable quicker. For established businesses, we analyze your finances to find ways to control tax exposure. We’ll identify which deductions are available for your particular industry, how to take advantage of certain tax credits, and how to limit your tax burden as your business grows. And for individuals, we recommend a variety of techniques to maximize after-tax income and put more cash in your wallet.

Strategies to Reduce Taxes

  • Identifying tax exemptions
  • Minimizing total tax liability on assets and investments
  • Reducing taxes on retirement benefits
  • Deferring income to lower expenses
  • Alternative minimum tax planning

We've helped many individuals and businesses reduce their overall tax liability through proper planning. To learn more about our tax planning services, request a free consultation online or give us a call at 704-756-7394.