At Elite Tax, we take the forward-thinking approach. Not only do we care about saving you money today, but also look to save you money in the future. After you complete your tax return, one of our tax professionals will review with you the several areas of your tax and financial situation to determine where you can save.
We identify the type of income you receive to see if you are eligible to claim employment expenses.
We look at how your investments are being taxed and formulate strategies to minimize tax on your investments in the future. This can save you hundreds in taxes each year.
We look at various insurance policies you may have taken out to determine any tax consequence and suggest ways of improving your tax situation.
We can review your estate plan, including your will, to determine the tax liability of your estate. We then provide recommendations on how to reduce potential estate tax in order to leave more money for your heirs.