Tax Planning

Tax planning is the real key to beating the IRS — legally. We go beyond tax compliance and proactively recommend plain-English concepts and strategies to maximize your after-tax income.

We’re constantly working to enhance our mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars.

Our clients pay the least tax allowable by law because we continually look for ways to minimize your taxes throughout the year – not just on April 15. “Most accountants do a fine job of filing tax returns – getting the right numbers in the right boxes on the right forms. But that’s not nearly enough. The real secret to managing taxes is planning. Gary Heldt is a member of an elite group of fewer than 50 accountants nationwide that are dedicated to tax planning to save clients money.”

—Edward A. Lyon, JD
TaxCoach Software, LLC

We recommend Tax Saving Strategies to help you:

  • grow and preserve assets by keeping Uncle Sam out of your pockets.
  • defer income so you can keep your money now and pay less 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 style.

Has your current accountant discussed these strategies with you?

  • Splitting income between family members or legal entities in order to get more of the income taxed in lower bracket.
  • Shifting income or expenses from one year to another in order to have them fall where it will be taxed at a lower rate.
  • Deferring taxes through certain investment choices such as pension plans, contributions and other similar plans.
  • Choosing appropriate investments to produce income that is tax exempt from either federal or state or both taxing entities.
  • Finding tax deductions by structuring your money to pay for things you enjoy, such as a vacation home.

Remember, we work for you – not for the IRS. Many of our clients save many times the fee in reduced tax liability through careful planning and legitimate tax strategies.

Call me at today at (410) 721-6000 to schedule your free Tax Analysis. I’ll find the mistakes and missed opportunities that may be costing you thousands in tax – and show you how proactive planning can rescue those lost dollars.

I guarantee you’ll leave with new information, or I’ll contribute $50 to your favorite charity. So call today!

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News & Events

USA Today Article

Gary Heldt, Jr., owner of the Maryland based accounting firm Small Business Advisors, breaks the mold of typical CPAs with hands on, year round dedication to customer service. Read more...

Breaking the Tax Code: America's Leading Tax Professionals Reveal Proven Strategies to Legally Minimize Your Taxes and Keep More of What You Earn. Learn more during your next consultation.

Phone: 410-721-6000 • Fax: 410-721-5985