Tax Planning

We help you make money and keep it through proper tax planning!

Business Tax Planning

Proper tax planning is essential for your business to prosper!

Following are a few examples of Tax Planning; such as, choosing organizational structures which are both appropriate and tax efficient for your type of business endeavor.  We offer asset acquisition planning such as purchasing or leasing equipment trucks or automobiles, deferred compensation planning such as 401K Plans and Simple Plans as well as more complex opportunities that may surface in your business operations.

  • Reduce Tax Liabilities
    Identify deductions, credits, and incentives that apply to your business.
  • Stay Compliant
    Avoid penalties and audits by staying up-to-date with local, state, and federal tax regulations.

Individual Tax Planning

Individual compliance may be as simple as obtaining receipts when making donations to authorized charities to complex tax planning which includes the following: advising on retirement plans and ways to eliminate your children’s college tuition.

  • Maximizing Deductions
    Identify all possible deductions to reduce your taxable income.
  • Estate and Retirement Planning
    Integrate your tax strategy with long-term planning for your estate and retirement.

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Benefits of Tax Planning

Tax planning is more than reducing your tax bill—it’s about a comprehensive strategy to secure your financial future.
Here’s what our tax planning services can do for you:

Minimize Liabilities

Reduce your tax burden by taking advantage of deductions, credits, and other tax-saving opportunities.

Optimize Cash Flow

Plan your finances to ensure you have adequate cash flow for personal or business needs.

Ensure Compliance

Stay up-to-date with the latest tax laws and regulations to avoid penalties and audits.

Plan for Growth

Align your tax strategy with your long-term financial or business growth goals.

Why Choose DeSantis & Co., P.C. for Tax Planning?

Expertise You Can Trust

With years of experience serving clients in Bucks County and Philadelphia, we are well-versed in local, state, and federal tax laws.

Personalized Approach

We take the time to understand your unique needs and create a plan that works for you.

Proactive Strategies

Our team works year-round to identify tax-saving opportunities and help you plan ahead.

Local Commitment

We are proud to serve the Bucks County and Philadelphia communities, offering personalized service and trusted advice.

Most Popular Questions

Get answers to your pressing financial and tax questions from our experienced “tax gurus” – we’re here to help with all your business accounting needs.

What is tax planning, and why is it important?

Tax planning involves analyzing your financial situation to minimize your tax liabilities while ensuring compliance with all regulations. It’s important because it helps you save money, improve cash flow, and achieve your financial goals.

Do you provide tax planning services for businesses in Bucks County?

Yes, we specialize in tax planning for businesses in Bucks County and Philadelphia, offering tailored strategies to reduce liabilities and support growth.

Can tax planning help me save on personal taxes?

Absolutely. Our tax planning services for individuals focus on maximizing deductions and credits, optimizing investments, and ensuring compliance with tax laws.

When should I start tax planning?

Tax planning is a year-round process. The sooner you start, the more opportunities you’ll have to save and prepare for future tax obligations.

How do I get started with your tax planning services?

Simply contact us to schedule a consultation. We’ll review your financial situation and create a customized tax plan to meet your needs.