Individual Income Tax Planning

Individual income tax planning can help individuals reduce their income tax obligations by avoiding or deferring taxes. Podraza CPA employs time-tested methodologies to help its client’s reduce their fair share.

Working in conjunction with our sister companies, Podraza Financial Advisors and Podraza Insurance, we are able to implement integrated, tax efficient financial management strategies that capture synergistic the synergistic benefits of a holistic wealth management approach. Our individual income tax planning service makes use of tax optimized investment strategies, tax deferred retirement vehicles and tax efficient insurance plans to achieve optimal outcomes for our individual income tax clients.

Before making a financial commitment it pays to check in with us – just like you would check in with your doctor before starting a new diet or fitness program.

Here are some examples of times when you may consider giving us a call for advice:

  • You are considering changing the number of exemptions you are claiming at work
  • You decided to open a business
  • You are getting a divorce
  • You are adopting a child
  • You are thinking of taking a 6-month assignment overseas
  • You are buying or selling real estate
  • You are thinking of declaring bankruptcy
  • You won the lottery

When in doubt, give us a call. We can let you know if there is an opportunity to produce savings with an individual income tax planning engagement.

Podraza CPA's individual income tax planning service makes use of tax optimized investment strategies, tax deferred retirement vehicles and tax efficient insurance plans to achieve optimal outcomes for our clients.