Tax Planning

Are you confident you’re taking advantage of every available tax deduction?

Is your tax advisor giving you proactive advice for saving on your taxes?

Do you engage in tax planning?

If you answered no to any of these questions, then you need to partner with Hampton Tax and Financial Services, LLC. We are strategic tax advisors who work with real estate investors and we hate paying excess taxes as much as you do.

Our tax planning services are implemented in six stages.

The first stage is a strategy consultation. We will discuss your personal, business, and investing goals to determine how we can provide value to you as a client and determine if we can assist you with achieving your stated financial objectives and/or reducing your tax liabilities. If we conclude that it is likely that we can help you to legally secure more favorable tax results than you are currently achieving, the second stage will be detailed analysis of your tax and financial information.

The second stage is a detailed analysis of your previous year’s business and personal tax returns and financial information to identify potential tax saving and financial opportunities.

The third stage will be the preparation of detailed and specific written recommendations to help you accomplish your stated objectives.

The fourth stage is a tax planning and financial strategies meeting. We will meet with you to review and discuss the tax saving and financial strategies that we have identified and answer any questions that you may have. At the meeting you will receive a written copy of your tax savings and financial plans.

The fifth stage is the execution of the identified tax planning and financial strategies. We will work with you throughout the year to help you implement the recommendations provided to you in the fourth stage.

The six stage is ongoing consultation. We will provide ongoing consultation to help you implement the identified strategies and update your plan as your financial situation changes.