Tax Planning Services

Orlando tax planningJaime Santiago, CPA, a local Orlando, FL CPA firm, provides tax planning services to both businesses and individuals designed to minimize tax liabilities and maximize after-tax income. Through year-round tax planning, our staff will help you pay the least amount of taxes possible while maintaining compliance with tax laws and regulations. Our firm is dedicated to staying up-to-date to tax codes and ever-changing regulations, making it easier for you to plan tax savings accordingly and keep more of what you earn.

Tax minimization planning services in Orlando

  • Trust and estate planning/compliance
  • Succession planning
  • Identifying tax exemptions
  • Minimizing total tax liability on assets and investments
  • Preserving wealth and grow investments
  • Reducing taxes on retirement benefits
  • Deferring income to lower expenses
  • Alternative minimum tax planning

We've helped many individuals and businesses reduce their overall tax liability through proper planning. To learn more about our tax planning services, request a free consultation online or give us a call at 321-299-9408.