Tax Planning

Whether you own a business, are planning for retirement or just want to maximize your tax dollar, tax planning is an area of service many firms do not offer either because they lack the knowledge, experience, or the desire to offer another service to their clients. Foos-Garvin not only offers planning for all of its clients but it’s a service we do at no additional cost. The aim of tax planning is to cast or forecast tax benefits and to illuminate potential pitfalls. We continually strive to be a pro-active firm as opposed to reactive like many other firms.

What Our Customers Say

FG stays current on tax law and reaches out to us with tax changes and what we need to do to abide by them. This takes the pressure off of us to stay current and to comprehend all of the tax laws and changes. For example, during the Covid crisis, FG started the process for its clients that qualified for the PPP loan before we even knew about its existence. As a result, ALL of their clients that qualified were granted PPP monies! We were very thankful for their forward-thinking and the initiative they took to help us apply and receive this money. They made it very easy and helped us with the process every step of the way. They always go above and beyond!

Matt & Tammy S.

We often have people come to us for advice when they are starting a small business and I always tell them the same thing – The most important thing to do is have an excellent accountant or firm to handle all of your needs. They have given great advice to us over the years and helped keep us from making mistakes just out of our own ignorance. A good, solid accountant is our greatest business resource.

Greg & Nancy M.

I’ve NEVER met a more dedicated accountant than Jared! He has done my first PPP forgiveness, second PPP and the payroll credit that I am owed for the 4th quarter of 2020. I can honestly say that he has saved or found my company almost $200,000 since taking over my books and taxes.

His staff is second to none and they are extremely helpful whenever I need something. If you need an accountant or someone to do your taxes or payroll, these people go the EXTRA MILE!! Thank you Jared and Staff!!

Jeni R.

If you are looking for an accounting firm that is passionate about helping you or your business be successful, Foos-Garvin offers a superior service. While they have many customers, they put forth the effort to make a personal connection rather than just a business transaction.

One of the largest differences is that Foos-Garvin has industry knowledge that is relevant to our business. They also look for solutions to problems that we face, rather than providing a canned answer. They are willing to put the time in and help create custom solutions for us.

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