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Tax Planning

At LSC | LongSchaefer CPA PFS, located in the heart of Cincinnati, Ohio, we're dedicated to empowering you with smart accounting, tax strategy, and financial planning solutions. Our goal is to maximize your earnings and growth potential by offering expert tax planning services tailored to various aspects of your financial life. With our guidance, you can safeguard more of what you earn and strategically plan for the future. Here's how we make a difference:

  • Boost Your Take-Home Income: Enjoy a larger portion of your earnings through effective income tax planning.
  • Protect Your Legacy: Ensure your family benefits fully from your estate with our estate tax reduction strategies.
  • Enhance Your Charitable Impact: Give more generously with our tax-efficient charitable giving techniques.
  • Accelerate Wealth Growth: Optimize your investment tax strategies to increase your wealth at a faster rate.
  • Secure Your Retirement: Plan your retirement distributions to ensure a timely and comfortable retirement.
  • Navigate the Child Tax Credit: Let us guide you through the intricacies of the Child Tax Credit for maximum benefit.

Our approach includes several key tax-saving strategies, such as:

  • Income Splitting: Distribute taxable income among family members or entities to capitalize on lower tax brackets.
  • Tax Deferral and Exemption: Analyze your financial landscape to identify opportunities for deferring taxes or generating tax-exempt income.
  • Timing Shifts: Strategically move expenses and income across years to benefit from lower tax rates.
  • Deduction Discovery: Uncover tax deductions by smartly allocating your funds towards enjoyable expenditures like vacations.

At LSC | LongSchaefer CPA PFS, our commitment is to you. Through diligent planning and ethical tax strategies, our clients consistently minimize their tax liabilities and protect their assets. Let us help you navigate the complexities of tax planning and financial management to secure a brighter financial future.

Cultivate Smart Money

Every financial journey is unique. Our Accounting, Tax Strategy & Financial professionals are here to empower you to address your goals and pursue life on your own terms.

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Federal Income Tax

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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Five Most Overlooked Tax Deductions

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.
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Filing Final Tax Returns for the Deceased

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.
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