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Tax Planning

Pre-Year End Tax Planning

We think it’s crucial that your agency plans for its tax liabilities

We will meet with you, typically three months before the end of the year, to discuss the following:

  • Where you’re likely to end up at year-end and what the tax bill might look like
  • Actions to reduce the tax bill
  • Your dividends and ensuring that there’s enough profit to pay them

R&D Tax Credits

R & D tax credits are like a treasure hunt in the world of taxes, where innovative businesses like yours can uncover some amazing rewards. 

If you’re the kind of company that loves to push boundaries, whether by whipping up new products, tweaking processes to perfection, or simply exploring bold new ideas, we’re here to help you navigate the maze of R&D tax legislation. 

Think of us as your guide in this adventure. We’re here to make sure you don’t miss out on any credits you’re entitled to. We believe in simplifying the complex, ensuring you get every penny to reinvest in your next big thing.