Tax Planning

Planning Life’s Events

Life takes us through many changes that impact our financial lives. A loved one goes into the hospital that we have to care for, a weather event causes a casualty loss or we want to start a business or an investment.   These decisions can not only be difficult in the moment we make them, but they can also have long-term impacts on taxes. At Isaana Tax, we not only prepare your taxes, we also help you to BE PREPARED for taxes through our suite of tax planning tools.

How we can help…

After scheduling a consultation, we will assess your planning needs and develop a scenario based tax planning solution which will be unique to you and will provide you with the flexibility to decide the most optimal financial decision for you and your family.

Our value-based approach will ensure that your investment in this analysis will provide you with exactly what you need and nothing more – no upselling of financial and bank products, investments or the like. We only focus on tax planning and how you can save you money.

Below are a few categories of planning tools we can use to assist you.

Financial Calculators

  • Mortgage Comparison
  • Paying Points on a Mortgage
  • 401(k) loan
  • Buying vs. Leasing an automobile
  • Buying vs. Leasing a home
  • Roth IRA vs 401(k) – Annual Contributions
  • IRS Savings
  • Retirement Income Planner

Healthcare Calculators

  • Health Savings Accounts
  • Affordable Care Act
    • Individual Share Responsibility Penalty

Individual Tax Planning

  • Charitable Contributions
    • Cash and Non-Cash
  • Dependency deductions
  • Estate Taxation
  • Foreclosure
  • Foreign Earned Income and Housing Exclusions
  • Kiddie Tax
  • Rental Properties
    • Tax implications for individuals
  • Relocation
    • Domestic
    • International

Business Planning

  • Buying vs Leasing Business Equipment
  • Cash Flow Forecasts
  • Economic Order Quantities
  • Business Use of Home
  • Employee Identification Numbers
  • Employee Commuting

Call us today to set up an appointment if you are interested in securing your future armed with better information on how to leverage the tax laws to your advantage. We are your trusted advisors at Isaana Tax, here for you and your success.