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Gresham Financial

Tax Planning

Contact Us (480) 744-2136

Tax Planning Services

Most tax professionals simply complete your return, then file you away along with the paperwork. At Gresham Financial, we go above and beyond to proactively reduce your tax liability, maximize your after-tax income and help you achieve your dreams.

Tax-saving strategies that secure your future.

To create the future you want, you have to plan ahead. Our proactive tax-saving strategies help businesses and individuals pay the lowest amount of taxes allowable by law. We leverage our years of experience and culture of continuous education to master tax codes, laws and regulations, so you’ll pay less in taxes all year long — not just on April 15. 

Just a few of these strategies include:
  • Splitting income among several family members or legal entities, so more income is taxed in a lower bracket.
  • Shifting income or expenses from one year to another, so they’ll fall during times of lower tax rates.
  • Deferring tax liabilities through investment choices such as pension plans and contributions.
  • Investing in tax-exempt income sources at both the state and federal level.
  • Structuring your money by finding deductions that fund your dreams, such as taking vacations or buying a home.

Don’t defer your dreams. Keep more of your money now.

Many people assume they can’t live the way they want until they’ve saved for a retirement that’s far in the future. Here’s the good news — you don’t have to wait. 

With our tax-saving strategies, not only will you pay less on your returns, but you’ll also:
  • Keep more of your hard-earned money by reducing income taxes. 
  • Better support your family by reducing estate taxes.
  • Give more generously by lowering taxes on your gifts.
  • Grow your wealth faster and preserve your assets by reducing investment taxes.
  • Retire to the future of your dreams by minimizing taxes on retirement distributions. 
  • Live the life you want now (and pay less taxes later) by deferring income. 
At Gresham Financial, we work for you — not for the IRS. An investment in our services pays for itself many times over, helping you realize savings now and plan carefully for the future through proven and legitimate tax strategies. 

Start living the life you want today. To learn how, contact us for a free consultation: 

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