At Erock Tax, year-round tax planning is a core service. We work closely with each client, understanding their unique financial situation and applying relevant tax legislation to ensure they take full advantage of current tax law and minimize their tax burden.

Here is one way Erock Tax Planning benefits clients

Say, for example, you are in a higher tax bracket (greater than 15%) and you hold a large amount of company stock options. If you sell the stock options immediately after exercising, you pay ordinary income tax on the sale of those stock options, which will be at a higher tax rate. If you chose to exercise your stock options and hold the stock for one year before selling, you would pay a long-term capital gains tax rate of 15% on the stock sale instead of the higher ordinary income tax rate.

Tax planning can result in thousands of dollars in tax savings for clients who plan ahead.