• Accounting
        • Your financial statements should show a complete picture of your business, and lay the foundation to help you create a strategy for the future.
          READ MORE>

        • Tax
        • Tax returns prepared to ensure we minimize your liability and keep more of your earnings over the long term.
          READ MORE>

        • Business Advisory
        • From proper entity selection at the inception of a business to developing an exit strategy, we are here to guide you in making informed decisions that are goal driven and take into consideration the materiality of your financial situation.
          READ MORE>

        • QuickBooks
        • We maximize your QuickBooks investment by customizing the software to meet your specific needs and industry best practices.
          READ MORE>

        • Litigation Support
        • We employ strong analytical and communication skills to produce evidence that supports your position in cases of a dispute or negotiation.
          READ MORE>

        • M&A Advisory
        • Whether you are selling, acquiring or expanding, we are well equipped to ensure you respond to opportunities swiftly and with confidence.
          READ MORE>

        • SJG
        • Manufacturing & Distribution
        • Success in manufacturing and distribution hinges on your ability to manage numerous details with accuracy and foresight into how they impact current and future operations.
          READ MORE>

        • Consulting Services
        • You focus on your core competencies, customer service and strategy and we’ll keep you from getting caught off-guard by daily financial tasks or overwhelmed by growth.
          READ MORE>

        • Medical
        • Patient care is your primary concern. Providing the best clinical experience for your patients continues to get more difficult and costly. Delivery models are changing from fee for service to quality based.
          READ MORE>

        • Legal
        • Running a legal firm is a balancing act with high stakes. Your reputation hinges on your ability to support clients with responsiveness and accuracy.
          READ MORE>

        • Real Estate
        • Real estate is characterized by large material gains and losses. Every transaction has the potential to impact your accounting and tax situation.
          READ MORE>

        • Technology
        • Perhaps more than any other industry, technology companies must have an infrastructure built to scale. A culture of continuous iteration requires an ability to account for a fluctuating profit margin.
          READ MORE>

        • Professional Services
        • With a consultative, integrated approach to accounting, tax and consulting services for businesses and individuals, we work hand in hand with you to achieve your goals.
          READ MORE>

        • Renewable Energy
        • Renewable energy is an area of growing interest for businesses, as well as the advantageous tax incentives when transitioning operations to include new energy solutions. Read our series of articles to LEARN MORE.

  • CAREERS
  • LOCATIONS

SJG Blog

Twenty Million Benefits of Tax Planning

Save More on Your Taxes This Year

SJG clients who participated in year-end income tax projections and tax planning in November and December of 2017 realized more than $820,000 in real tax savings! This is over and above their tax savings recognized throughout 2017.

This equated to $68,000 on average per related entity group — simply by implementing year-end suggestions. Our clients consider this money well spent!

In 26 years of operations, SJG has helped clients who have utilized our end-of-year tax planning services and adhered to our recommendations participate in tax savings of more than $20 million dollars.

End of year tax planning requires diligence on the part of the taxpayer, a sharp pencil and decades of experience from your CPA. Some of the most common strategies included:

  • Structuring Year-end Bonuses
  • Adjusting Withholding and Estimated Tax Payments
  • Maximizing Contributions to Retirement Plans
  • Charitable Gifting Strategies
  • Utilizing State Tax Credits

Developing strategies that are tailored to the taxpayer is an area where SJG excels and that truly differentiates us from other “tax preparers.”

Not only do our clients know they are minimizing their taxes, they gain peace of mind knowing that preparation is completed with their best interest at heart and can rest assured that they are not incurring unnecessary penalties or interest charges.

We expect 2018 to be one of the most crucial years for tax consulting due to the multitude of federal changes in the 2017 Tax Cuts and Jobs Act effecting taxpayers at every level of the system. At SJG, we are poised to help our clients capitalize on this opportunity.


 

Sidebar Newsletter Signup Form

  • We will never spam you or sell your email address.
  • This field is for validation purposes and should be left unchanged.

Share This:

Facebook
Twitter
LinkedIn

Subscribe to Our Newsletter

Recent Posts

Scroll to Top