Individual Tax Planning

As its name suggests, it focuses only on individuals; unlike business tax planning. Tax planning covers the strategic assessment and organization of an individual’s financial circumstances to optimize tax benefits while minimizing tax liabilities legally and efficiently.

As we mentioned before, there are individual tax planning and business tax planning. Here, we focus on the first one. It’s important to mention that tax planning should be essential, a cornerstone, to any individual investor’s financial strategy. Reducing tax liabilities and maximizing the ability to contribute to retirement plans are crucial to success.

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What does individual tax planning mean?

Here at Core CPAs & Advisors, we have a vision that encompasses a panoramic view of the world of taxes. We know perfectly well that it is an arduous task for a person to perform all his tax duties by himself, and that is why we offer only the best of our services to solve any kind of problem of this nature to all our clients. Core CPAs & Advisors serves as an anchor in the sea of uncertainty that taxes can cause to those who trust our expertise, serving as industry leaders for everyone who comes to know us.

Our priority will always be our clients who have placed their trust in us, and we want to respond in kind. We are proud to say that the first thing we do is listen to our clients, their needs, and desires so that we can perfectly understand what they are looking for with our services. This way we can devise a tax plan that is suitable for each of their needs. Our #TeamOfTaxExperts is ready to get started when our clients are.

We want all of our clients to feel supported by our team and connected with the strategies we elaborate for your needs. With viable and relieve information, we are ready to take action meticulously, making sure we take the right steps.



We seek to make life in accounting and tax matters easier for all our clients. That is why here we mention some of the keys to consider to achieve a successful individual tax planning process. For more information, consult any of our #TeamOfTaxExperts.

  1. A Holistic Review: It’s important to take into consideration all aspects of accounting that govern the individual’s life, like stock options to property, all of these elements must be taken into account when creating a tax strategy.
  2. Income assessment: A crucial step in tax planning is to know your various sources of income, such as salary, investments, rental income, and any other earnings.
  3. Keeping Up to Date: The regulations around taxes are constantly evolving. It’s important to stay updated on the news the IRS may have for the tax community.
Planning for your financial future starts today. In the sea of taxes, it is comforting to have the guidance of a knowledgeable team like Core CPAs & Advisors to get you through it successfully. We are prepared to help you organize and develop the strategies necessary to get your taxes done.

We invite you to consult our blog where we have entries that talk more specifically about issues about the world of taxes that you need to know to navigate smoothly through this type of practice. Also in our social networks, you can find relevant information such as important dates to remember and tips that can help you in your daily accounting processes.

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