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Tax PLanning

Planning is the key to successfully reducing your tax liability. We work closely with you to advise tax saving strategies to minimize your bottom line. We work with you as a guide to navigate through the tax impact on every element of your financial picture — individual and family needs, economics, business conditions, industry issues, and trends. We look for ways to minimize your taxes throughout the year, not just at year end. We help you navigate through the complexities of financial and tax planning, new changing tax laws, estate planning and business succession issues. We are concerned not only about the current generation, but about future generations as well.
Tax Planning Bend - Haaby & Associates - Accountant Bend Oregon
Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With a careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. The goal with tax planning is to minimize liability in current and future tax years.
Some examples of tax planning include:
  • Deciding whether to file jointly or separately
  • Timing the sale of an asset
  • Identifying applicable deductions, etc.
  • Tax & Education Planning

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Meet Sonja Haaby

There are many avenues to think about when dealing with IRS tax problems that the average individual may not think about or even know. However, we are experienced at working with the IRS and Oregon and use our expertise and years of experience to bring about the best resolution to your tax problems.
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