Optimize your tax strategy

At Carlson Tax and Consulting, we can help you determine the best tax strategy for your situation. Whether it’s a one-time real estate transaction or a multi year business arrangement, we will walk through all the parameters with you so that you have the confidence to make an informed decision. Maybe you’ve been wondering:

• What type of entity should I use to structure my buseinss?

• How can I maximize my retirement savings?

• Should my spouse and I file jointly or separately?

• How can I minimize taxes if I sell my business…..or stock options…..or investment property?

• How will tax law changes affect me?

There is no cookie-cutter approach; everybody’s situation is unique. We’ll review the factors unique to your situation, crunch the numbers, and walk through the process with you.