Tax Planning

Tax Planning Meetings

When it comes to money matters, the sooner you begin planning, the better. Our personal and business tax services are specially designed to take a proactive look at your financial situation with a simple overall goal: saving you money. When you schedule a specialized tax planning meeting with our financial experts, we will ensure you’re taking full advantage of every possible tax reduction opportunity available to you before it’s too late.

Available to both new and established clients, these meetings give you the opportunity to:

Review your most recent and available financial activity for the year.
Project what your current tax liability would be at year’s end.
Uncover potential opportunities to save money in taxes before the year ends.

The earlier we meet with you, the more opportunities we have to save you as much money as possible. Our priority is ensuring that you pay the government what you owe – and not a single penny more.

Please contact us for more information


How it Works


Schedule a tax planning meeting with us.


Before we meet with you, we will collect all of your available tax-related materials.


Our accountants will then take your tax data through three comprehensive levels of review, ending with a final analysis by our top-level accountant.


We then meet with you to review and gather any additional information we might need.


Finally, we will deliver an actionable tax plan with specific recommendations that will help you save a significant amount of money on your next tax bill.


While the cost of our tax planning services vary, tax return preparation services begin at $1,000 for individuals and businesses with clean financial records. Contact us for pricing for your specific situation.

Why Pine & Company?

Each year, our tax planning services successfully save clients anywhere from a few thousand dollars to hundreds of thousands of dollars. We believe in offering you honest advice, regardless of whether or not it benefits us.

Pine & Company’s 200 years of combined experience in accounting, taxes, finance, and business management means you’re entrusting your interests to safe hands.