Tax Planning Services

Dallas tax planning services

As your CPA firm, Serita Lombard, CPA always has your best interests at heart when it comes to tax planning. We make it our business to be well-versed in the newest tax legislation so we can ensure that you never pay one dollar more than you are legally obligated to pay. Our hard-hitting tax strategies are reliable, legal, and effective for new businesses, small businesses, and individual taxpayers.

In our constantly evolving tax environment, tax planning must be proactive not reactive. That’s why we work with you throughout the year to develop and refine your tax plan. For new businesses, we identify which business structure will bring the most tax savings and allow you to become profitable quicker. For established businesses, we analyze your finances to find ways to control tax exposure. We’ll identify which deductions are available for your particular industry, how to take advantage of certain tax credits, and how to limit your tax burden as your business grows. And for individuals, we recommend a variety of techniques to maximize after-tax income and put more cash in your wallet.

Tax Accountant in Dallas, GA

Stop worry about tax deadlines and reduce your taxable income. Contact us now at 770-443-5437 or request your free consultation to learn more about our tax planning services.

  • Minimizing taxes for small businesses
  • Income tax planning for individuals
  • Alternative minimum tax planning
  • Multi-state tax compliance
  • Succession planning
  • Estate tax planning