We provide a wide range of personal tax planning services for our clients. Since every situation is unique, we listen to your needs, and always communicate expectations prior to beginning any project.

In 2001 Canty Financial Management developed a successful Tax Planning service we named The Gold Plan. The program is structured to provide an ongoing relationship with our experienced CPA's to help reduce taxes. The following services are included in the Gold Plan:

 

Quarterly Estimated Tax Planning Meetings - The Gold Plan is designed for people who are serious about reducing their taxes. Tax Planning during the year is critical because it gives you a chance to make decisions before the year is over.

IRS/NYS Inquiries and Audits - We respond to all IRS/NYS audits, letters, and inquiries on your behalf for no additional fee. If you are audited, we negotiate to resolve problems, and to keep your taxes as low as possible.

Tax Questions? We are here to help you, and just a phone call away. Please call our firm anytime throughout the year to ask various tax questions. We do not charge additional fees to answer tax questions for Gold Plan clients. Is the Gold Plan right for you? Give us a call and we can discuss your personal situation.