Tax Planning

3 Closely Guarded Secrets Of The Tax Planning Industry… Revealed At Last


So you may be wondering “what exactly is tax planning?” And “why would I need it?”  Well the purpose of tax planning is to arrange your financial affairs so as to minimize your taxes owed.  There are three basic ways to reduce your taxes, and each basic method might can several variations.  You can reduce your income, increase your deductions and take advantage of tax credits.

Perhaps the most impactful piece of retirement planning is determining your current and future tax liability and developing strategies to minimize the amount of taxes you pay in retirement. Tax planning can also have a large impact on the amount of wealth you will be able to transfer to your heirs. At Bill Kinder & Associates, we help ensure that your retirement and estate plans take full advantage of available tax credits and deductions to ensure that you and your heirs are maximizing wealth for generations to come.

The Most Common Tax Mistake
(You’re Probably Making It Now)

Trying to ‘go it alone’ and figure out your own finances without the assistance of an expert financial professional is a sure recipe for financial disaster. There are many horror stories of people either grossly overpaying their taxes unnecessarily or underpaying their taxes with dire consequences. This is why CPAs are integral part of our team. Our experienced CPAs provide proactive tax planning that empowers our clients to minimize their tax burdens and build a solid foundation of tax reduction strategies that can result in years of tax savings.


A Little Mistake That Costs The Average West Virginian Over $3,000 A Year

You already know that tax laws change every year. Yet do you update your financial strategy along with these yearly tax law changes? Most West Virginians do not and this costs them $1,000s of dollars unnecessarily. This is why we monitor tax law changes that could affect you, recommend tax saving strategies and even serve as your advocate in tax matters.  Your tax returns are prepared to take advantage of all the deductions, credits and exclusions allowed to minimize your tax burdens.

Based on the expertise of our team, we help you implement a sound, well-thought-out financial strategy to minimize year-to-year tax liabilities and provide the opportunity to maintain your current standard of living throughout retirement.

Our Tax Planning Services Include:

  • CPA Prepared Roth Conversion Analysis
  • CPA Prepared 2nd Opinion Prior Year Individual and Business Tax Return Reviews
  • CPA Prepared Year-End Tax Filing Services
  • 1040 Tax Optimization Reports
  • Personalized Tax Reduction Reports



Client Case Study

George M. had a successful retail store and felt as though he was paying more taxes than he should be.

Challenge: His tax professional had deducted everything that he could find for George’s business yet George was still in a high tax bracket.

Solution: Jorge’s tax professional referred him to us and we helped implement a few strategies that IMMEDIATELY helped him lower BOTH his business AND personal taxes and helped him increase his retirement savings.

Outcome: George was able to realize an almost 50% reduction in BOTH his business and personal taxes as well.


Want to know more about how we can help you minimize your taxes and maximize your income? Call now for your FREE ‘SMART Tax Planning’ Consultation – (304) 250-0250


  • 10 Strategies to Invest Smarter, Minimize Your Taxes & Protect Your Assets
  • Our Retirement Planning Guide "How to Retire Rich & Happy"
  • A Ticket To Our Upcoming Seminar


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