Tax Planning

Bellevue Tax Planning Attorneys

Developing Strategies to Make You Tax Efficient

At Jerimy Kirschner & Associates, our legal team includes tax planning attorneys who are highly-experienced in creating tax plans that minimize your tax liability. Whether you are an individual seeking to minimize personal income taxes, estate taxes, or other taxes or a business owner or manager in charge of your company’s tax matters, we provide knowledgeable, effective, and efficient service. We can analyze your financial situation or current estate plan to determine if everything is working to put you or your company at the lowest liability possible under the law.

As an individual, smart tax planning should be taken into consideration in your overall financial management. When you decrease your tax liability, it allows you to maximize your contributions into other vital areas, such as investments or retirement plans. As a business, tax planning is also crucial to ensure that you are in compliance with the law while minimizing taxes so as to be more financially viable. Our firm understands how to review your individual situation to help you make the smartest decisions when it comes to minimizing taxes or to help you resolve any local, state, or federal tax-related matters.

Let us help you create practical strategies for proper tax planning. Contact Jerimy Kirschner & Associates, PLLC at (206) 203-8802 for a free estate planning consult about your situation. 

Tax Planning Services in Bellevue

Taxes are not generally happy subject for any of us. In fact, taxes can be frightening. No one wants to find themselves suddenly facing a large tax bill that could have been avoided if proper steps were taken. This is the essence of tax planning, whether for an individual or a business. Many people and companies shy away from the subject of tax planning but preparing ahead of time with an appropriate plan can wind up saving you money and stress in the long run.

Depending on whether you are an individual or a business, tax planning will be done in various ways. Basically, however, it involves using strategies to postpone or reduce your taxes. This can be done with the help of a legal professional who understands tax laws and provisions and which ones may be advantageous to your unique needs. Using these laws to your benefit can then allow for better tax deductions and credits. This amounts to a thoughtful and precise use of the legal breaks that are authorized by the IRS. This may sound fundamental but it requires knowledgeable research, thought, and implementation ahead of time. Overall, tax planning involves figuring out how to pay your taxes in a manner that is most advantageous to you.

What to Expect When Tax Planning

Tax planning starts with a thorough analysis of your finances. This forms the foundation for creating a plan that will work for you whether you are a business or an individual. As an individual, tax planning can reduce your taxes by saving through a retirement plan, such as a traditional IRA or through a 401(k) plan. Taxes can also be reduced through using investment losses that can offset capital gains.

Corporate or business tax planning starts by taking account your overall income, expenditures, investments, and your filing status. Many considerations can be reviewed to reduce tax liability from investing in infrastructure, selling off products or assets that have never sold, using Section 1031 of the Internal Revenue Code for property exchanges, and more. Your tax planning professional can review all available options to help you take advantage of those that apply to your business situation.

Our Bellevue Tax Planning Lawyers Can Help

If the amount of money you will have to give to the government from your estate is keeping you up at night, you need to talk to a professional who can help! Our Bellevue tax planning lawyers are here to provide the tax planning guidance you need. We want to help you preserve your assets for your family and other causes of your choice rather than distributing that money to the government unnecessarily.

One of our dedicated legal team can review your situation, listen to your needs, and devise a plan that will be appropriate and effective. We advise you to schedule a free estate planning consult to learn more about how tax planning works and how it can benefit you or your business.

Phone us at (206) 203-8802 to get started today.

We Treat Clients like Family Read What They Say About Us

"Highly recommended! Jerimy was able to easily answer all our questions and complete all documentation/planning for the trust."

- Ryan H.

Success that Speaks for Itself

Recent Case Victories
  • Millennium Drilling Company v. Beverly Myers, et. al.
    Judgment Successfully Overturned Millennium Drilling Company v. Beverly Myers, et. al.

    Mr. Kirschner and the appellate team were successful in overturning the judgment rendered by the jury and having a judgment entered in his client’s favor.

  • Justice Sought for Vulnerable Individual In the Matter of the Guardianship of Giulian Grasso

    Mr. Kirschner and his co-counsel were successful in uncovering exploitation and misuse of the ward’s funds by the ward’s father which resulted in the father being charged and sentenced for exploitation of a vulnerable person.

  • Successfully Defeated Claims of Trespass Kimberly Zeren v. James Carlson

    This matter arose from a dispute between adjacent landowners over landlocked property and allegations of timber trespass. At trial, Mr. Kirschner was successful in defeating claims for timber trespass and prevailed on claims for an easement by necessity.

Providing Comfort & Protection

What Makes Us Different
  • Experience

    Practicing Law since 2010 and earned his Juris Doctor at the University of Nevada-Las Vegas William S. Boyd School of Law.

  • Convenience

    We have close offices in King County — the convenience of close proximity to your attorney is key. We make it simple.

  • Knowledge

    Washington, Nevada, the United States District Courts for Washington, and the United States Court of Appeals for the Ninth Circuit.

  • Cost-Effective

    Solving problems and helping a client to select the most effective and cost-efficient tools.