5 tips for efficient tax planning

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5 tips for efficient tax planning

Lamberty, Pyle & Associates LLP


● Continuously assess your financial situation and adjust your tax strategy accordingly.

● Maximize deductions by keeping accurate records and staying informed about available tax breaks.


● Utilize tax-advantaged investment accounts like IRAs and 401(k)s to reduce taxable income.

● Explore tax credits for which you qualify, such as the Earned Income Tax Credit or education-related credits.

● Consult a tax expert or accountant to ensure compliance and discover personalized tax-saving opportunities.


Tax planning for small businesses Lamberty, Pyle & Associates LLP 901 CAMPISI WAY, SUITE 380 CAMPBELL, CA 95008 408-879-9990 cpa@cpasllp.com


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