Tax Planning & Preparation
Get personalized attention & advice you can understand.
We’ve helped many high net worth clients in real estate, construction, oil and gas, and more maximize their income and achieve a better financial position after taxes.
Why work with Ken McConnell?
- Trusted by hundreds of clients
- Keep up with current and new tax laws
- Advice you can understand
- Find opportunities, minimize liability
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Tax Planning: Guidance for the Future
Year-Round Tax Savings Strategy
Take a proactive approach to minimize your tax liability for the future. Professional guidance through the year can help you keep more of what’s yours. Beyond saving money on your current tax return, maximize future returns with careful planning.
Holistic Financial Services
Improve your overall wealth management strategy with tax planning services. We also provide guidance for all aspects of your financial life to help secure your wealth for the future.
Our Tax Planning Process
Get to Know You
We listen to your story, ask questions, and look at previous returns to get a picture of your financial situation, opportunities, and problems.
Generate a Report
After the initial interview, we review the information, previous returns, and generate a comprehensive report of your finances.
Create a Plan
After generating the report, we will create a proposal to maximize tax savings for this year, as well as a proactive plan for the future.
Why Choose Ken McConnell?
We deliver high quality work without the hefty price tag of larger firms.
Personal Touch & Attention
Each of our clients receives close personal and professional attention.
Prompt & Responsive
Get the answers you need quickly to all your financial questions.
We speak in language you can understand. No technical CPA terms.
Experience & Credibility
Join hundreds of clients who rely on us for accurate, professional financial services.
Our primary goal is to help our clients make informed financial decisions.