Tax Planning Services to Help You Feel Prepared

Tax planning is the best way to maximize profit and reduce taxes. If you wait until after the end of the year, your options will be limited and the opportunity will be diminished. Tax planning services can provide an incredible amount of value if done proactively. Failing to review the financials throughout the year, especially as year-end nears can result in lost tax reduction opportunities. Tax preparation is of the utmost importance. Our tax planning services will help you plan accordingly to guarantee maximized profit.

What Our Clients Are Saying

“Carissa has been my personal and professional accountant for the past 15 years.  I am difficult.  Carissa’s professionalism and dedication to details keeps things moving.  I can’t imagine going through the tax process every year without her.  Thank you Carissa!”

Edward Bogdan

Bogdan Lasky, LLC

“Working with Bucknam and Conley as our CPA’s has proven to be invaluable.  The depth of insight, strategy, and thought they have brought to the table has been unparalleled.  Whether it’s how to structure an acquisition, strategic development of a part of our business, helping us spot trends, or good old tax planning their dedication to our success in each endeavor leaves us feeling more like a partner than a client.”

Tom Jaeger - CEO

Packet Tide - Software Company

“As a technology company, we work hard to keep current with changing cyber security regulations and we were looking for an Accounting firm that did the same in their field. We found that with Bucknam and Conley.  They proactively research, are always on top of new regulations and keep us informed of anything that might affect our business. Of course they handle all of the traditional CPA functions like our taxes, but we were looking for more and we found our partner with Bucknam and Conley! We are customers for life and highly recommend them to anyone, especially those that value staying current with a growing business.”

Jim Lapointe - President

Colden Company Inc (Offices in FL, NY and MI)