Tax Planning

Customized Tax Planning

Businesses and individuals alike can benefit from careful forethought when it comes to tax planning. Let our experienced accountants work with you to create a customized plan for long-term tax efficiency. We offer comprehensive tax planning for both individuals and businesses in Athens, helping you build a solid approach that works to lower your tax liability across the year.

Why Plan Your Taxes?

Without tax planning, you could pay more on each tax return than you actually owe. Tax planning can pay off in the long run and help you time your expenses and savings for success. Maximizing income and minimizing costs are managed best when given careful forethought and timed appropriately.

Choose the trusted team of professionals at Turner and Patat, PC to create and implement your custom tax plan. Our services include:

Adjusting Your Gross Income

Adjusting your gross income helps minimize your liability, and can even help you prepare for financial stability in the future.

Common ways to adjust your gross income include retirement fund contributions, student loan debt payments, healthcare savings account deductions, and business-related expenses. Our experienced and educated accountants can make sure the specific requirements are met, so your eligibility is never in question. 

Increasing Your Tax Deductions

We help you keep track of your deductible expenses over time, and ensure no opportunity is missed. Mortgage interest, job expenses, and investment-related expenses are just a small sample of the deduction opportunities we check for. Even tax preparation fees themselves can be itemized.

Turner and Patat, PC uses advanced software and a well-trained eye to manage and itemize your deductions. In many cases, some additional forms and schedules need to be filed if you itemize or are in a specific trade. We keep current on all regulations and newly available deductions to help you remain compliant.

Planning for a Stable Retirement

Retirement planning is a critical component of a successful tax plan. Investing in a retirement account (like a 401(k) or an IRA) creates deferred income. Income deposited into a retirement account is not taxed until you withdraw it years later, which makes these investments an essential strategy for managing your taxes.

Call Us to Schedule a Free Consultation

For tax strategies to help you succeed in meeting your long-term goals, contact Turner and Patat, PC. Our comprehensive approach creates harmony between your tax and retirement plans, helping you make better financial decisions for your future.

If you'd like to receive more information about our Tax Planning Service, please complete this form.

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Get In Touch

At Turner and Patat, PC, we've been serving the accounting needs of Athens, GA and the surrounding areas since 1983. If you need help managing any aspect of your home or business's finances, we want to hear from you.

Please fill out this form and let us know how we can be of service. Our initial consultation will determine how we can best serve you.

We look forward to working together!

Turner and Patat, PC

1165 Cedar Shoals Drive,
Athens, GA 30605

1800 Hog Mountain Road, Building 700 Suite 101,
Watkinsville, GA 30677

T: (706) 354-1212
F: (706) 546-7708

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