Tax Planning
Stop reacting in April. Start deciding in advance.
About this service
Tax preparation looks backward at a year that has already happened. Tax planning looks forward at the one that has not. We review your income, your entity structure, your retirement contributions, and your major upcoming decisions, then build a plan that changes the number on next year's return before it is written. For business owners especially, the decisions made in June matter far more than the paperwork filed in April.
Why Avance
Why people choose us for this.
Jovanny holds an MBA from Sacred Heart University and works with clients across multi-state and multi-entity situations. Planning conversations happen year-round, not squeezed into filing season.
Where we serve you
Available at all three CT offices — and virtually.
Choose the office closest to you, or work with us entirely online. Same team, same phone number, same year-round availability.
FAQ
Common questions.
Preparation records what already happened: by the time you sit down in March, almost every number is fixed. Planning happens while you can still change the outcome — choosing when to buy equipment, how to pay yourself, whether an S-Corp election makes sense, how much to put into retirement. Same tax code, very different result.
Ready when you are.
Book online in a couple of minutes, or call and talk to a person — year-round.