Tax Planning Services

Although taxes are necessary to support our nation’s government and infrastructure, no one should have to pay more than the minimum required by law. But just what is that minimum?

Our country’s tax laws are complex and cumbersome. With everything else you have to do in life, who has the time or energy to research and understand every aspect of the tax code that is applicable to your individual situation? How are you supposed to keep up with constantly changing legislation to ensure you are paying your fair share, but not a penny more? The answer is easy: Brendle, CPA P.A.

Our professionals know the tax code inside and out. Minimizing your tax liability is our primary goal. We consider developing and executing a tax strategy to be a continual process. Meeting with clients once a year to gather documents is not our idea of tax planning, and we consider developing and executing a tax strategy to be a continual process. Life changes, events occur and goals can shift direction. By building and maintaining relationships with our clients, we are aware of these changes and can plan accordingly. Through frequent communication, and an understanding of your situation and diligent planning, our professionals will ensure the taxes you pay are the very minimum required by law.

Brendle CPA, P.A. can assist with:

  • Individual tax planning
  • Small business tax planning
  • Tax preparation
  • Estate and gift tax
  • Retirement tax planning
  • Estate and trust tax
  • Tax research
  • IRS or state representation

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Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. *Investment advisory services offered through Avantax Advisory ServicesSM         

** Insurance services offered through an Avantax affiliated insurance agency.

This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.

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