Personal Taxes + IRS Tax Resolution + Consultation + Business Taxes & Services  
  We Make a Plan -- You Save on Taxes  
     
Tax Planning Strategies
  Our team of tax experts has scoured tax rules and regulations to create detailed tax strategies you can implement to realize savings on your federal, state, and local taxes. These strategies have been proven to legally save our clients hundrends of thousands of dollars in taxes.  
   
  How We Can Help Solve These Challenges & Lower Your Taxes  
 
  • Calculate Taxed Owed
  • Recommend Personalized Strategies
  • Help You Realize Savings Fast
 
  Tax Planning Is About More Than Just Tax Preparation  
  Filing accurate forms for tax compliance is essential. We can run thousands of strategies across multiple entities and years.

We are not just preparing tax returns at the end of the year — We strategize with you on the tax implications of your business decisions before you make them.
  • Niche-specific strategies 
  • Advanced strategies 
  • International asset and gift freeze
  • Tax-advantaged wealth management
  • Exit and capital gains 
  • Current law vs. tax proposals
  • Maximize deductions 
  • Legal entity structures 
  • Retirement planning 
  • Insurance and asset protection
  • Tax Cuts and Jobs Act (TCJA) 
  • Families First Coronavirus Response Act (FFCRA)
  • Coronavirus Aid, Relief, and Economic Security Act (CARES) 
  
     
  There Are 2 Problems With How Individuals & Businesses Pay Taxes  
 
1. Taxpayers are overpaying in taxes by filing returns that don’t reflect their facts and circumstances.

individuals

Example: 
A taxpayer overpaid their taxes, which was the result of incorrectly filing or missing three items that, properly filed, would have resulted in tax savings.

2. Taxpayers are overpaying in taxes because they aren’t aware of tax strategies they could implement.

businesses

Example: 
In addition to fixing their incorrect filings, the taxpayer can implement four tax strategies for more savings. With these corrections and strategies, the taxpayer can obtain substantial savings.
  Contact us today to get started, tax planning is proactive not reactive!  
     
  Text Me Now with about saving on taxes  
     
  Schedule Appointment  
 
 
 
Tall Oak Financial LLC
178 South Street | Suite 3 | Freehold, NJ 07728
Call 732-405-2100 or Text 732-410-7406