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Tag: wealth growth

Proactive Tax Planning Tips for Success
Proactive tax planning is a strategy I strongly advocate for as a CPA, having observed many small business owners rely on outdated ‘reactive’ tax planning. This traditional approach involves monitoring sales and expenses throughout the year, and then using these figures to determine tax liabilities at year-end, often leading to missed opportunities. Reactive tax planning tends to be a passive process, where business owners only consider their tax situation when the filing deadline approaches. This can result in a scramble to gather documentation and make last-minute financial decisions, whi…

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    Lucia & Co. CPAs Inc. - Not Your Ordinary Bean Counters
    Lucia & Co. CPAs are not your ordinary bean counters. We are a trusted accounting firm that goes above and beyond in delivering top-notch tax services and comprehensive QuickBooks training. With our expertise in tax planning, preparation, and compliance, we ensure that you navigate the complexities of the tax landscape with ease, maximizing your deductions and minimizing liabilities.