DeSantis & Company, PC

Tax Planning

Closeup image of notebook with text TAX PLANNING and calendar on office desk.

Tax Planning

Effective tax planning is the foundation of financial success for both individuals and businesses. At DeSantis & Co., P.C., we take a proactive approach to tax planning, helping our clients in Bucks County, Philadelphia, and surrounding areas minimize their tax liabilities and maximize their financial opportunities.

Our tax planning services are tailored to your unique situation, ensuring that you stay compliant with all tax regulations while optimizing your financial strategies. By working closely with you throughout the year—not just during tax season—we identify opportunities for savings and develop strategies to help you achieve your financial goals.

Why choose us

Business Tax Planning

For businesses, staying compliant with tax laws while maximizing savings is a delicate balance. Our business tax planning services are designed to help you:

Reduce Tax Liabilities

Identify deductions, credits, and incentives that apply to your business.

Optimize Cash Flow

Ensure your business has sufficient cash flow to meet operational and growth needs.

Plan for Growth

Align your tax strategies with your business’s expansion goals.

Stay Compliant

Avoid penalties and audits by staying up-to-date with local, state, and federal tax regulations.

We work closely with business owners in Bucks County and Philadelphia, providing proactive guidance and customized solutions to optimize their tax strategies.

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Why choose us

Individual Tax Planning

As an individual, effective tax planning can help you protect your wealth and achieve financial security. Our individual tax planning services include:

Maximizing Deductions

Identify all possible deductions to reduce your taxable income.

Optimizing Investments

Ensure your investment strategies align with tax efficiency goals.

Minimizing Tax Liabilities

Take advantage of credits, exemptions, and other opportunities to save.

Estate and Retirement Planning

Integrate your tax strategy with long-term planning for your estate and retirement.

Whether you’re a resident of Philadelphia or Bucks County, our team works year-round to provide personalized strategies that help you make the most of your financial opportunities.

Why choose us

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.

How Our Tax Planning Services Work in Bucks County, PA

We follow a personalized approach to tax planning, ensuring every detail of your financial situation is accounted for:

1. Comprehensive Review

We begin by thoroughly reviewing your financial records, previous tax returns, and current situation to understand your needs and identify areas for improvement.

2. Customized Strategies

Based on our analysis, we create a tax plan tailored to your goals. This includes identifying deductions, credits, and other opportunities to reduce your tax liabilities.

3. Year-Round Support

Our tax planning services aren’t limited to tax season. We provide ongoing support throughout the year to adjust your strategies as needed and keep you informed of any regulatory changes.

4. Long-Term Focus

We help you plan for the future by aligning your tax strategies with your broader financial or business goals, ensuring sustainability and growth.

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.

Get Ahead with Expert Tax Planning

At DeSantis & Co., P.C., we understand that effective tax planning is essential for financial success. Whether you’re an individual or a business owner in Bucks County, Philadelphia, or the surrounding areas, our team is here to help you make the most of your financial opportunities while staying compliant with tax laws.

Contact us today to learn more about how our tax planning services can benefit you!

Common Questions

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.

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.

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

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

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.

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

Contact Us

Main Office

2370 York Road, Suite D6, Jamison, PA 18929