Tax planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after tax income. Logical analysis of a financial plan, from a tax perspective is to align financial goals with tax efficiency planning. The purpose of tax planning is to discover how to execute elements of your financial plan, in the most tax –efficient manner possible. This allows the components of your financial plan to interact more effectively, thus minimizing your tax liability
Our team of tax and accounting professionals can ensure you are following all the tax guidelines, helping you stay prepared throughout the year and making certain your tax returns are accurate and complete. Whether you are working hard for someone else, self employed or fit somewhere in between, our accounting services department can look at your finances and make sure you are on track to remain financially stable.
Are you looking to……
- Schedule a tax planning strategy with a CPA?
- Talk to a tax professional about a letter from the IRS?
- File your individual or business return?
- Create tax efficient retirement planning?
- Have tax or accounting related questions answered?
For other Tax and Accounting needs please visit our partner Padgett Business Services
Jeff GastTax Specialist
Jeff has been the owner of Padgett Business Services since 2007, and the firm focuses on small business and individual income tax. Jeff’s firm and team are located in Grayslake, and while most of their clients live in Lake County, they have tax clients in over 20 different states.
Jeff has been a Lake County resident since 1990, and is married with three boys at home (ages 15, 14, and 9).
Jeff and his team are excited to be working so closely with The Tranel Financial Group to provide comprehensive service, guidance, and solutions tailored to each client’s financial needs.
Alex is the Principal of ASN Group, Certified Public Accountants. His firm provides tax planning, consulting, accounting and payroll to individual and business clients. Alex has also assisted entrepreneurs and business owners on setting, achieving and tracking financial goals/metrics, as well as helping individuals take a proactive approach to their taxes by helping them set and execute tax strategies while staying compliant with required tax filings.