Don’t miss the mark.

CRI helps you hit the bullseye on planning your taxes and achieving your financial goals.

Much like successfully playing darts, tax planning requires precision and attention to detail. While you might be able to miss the mark during a game, you probably do not want to do so on your taxes. That’s why the CRI team is ready to gather our darts and help you target as many tax benefits as possible.

CRI’s professionals apply an in-depth understanding of the ever-changing Tax Code, as well as other federal and state requirements, to devise a tax planning strategy that is tailored to your unique situation. That strategy could include: making a full contribution to an IRA, minimizing alternative minimum tax (AMT) liability, and/or timing investments to produce tax-exempt income or postpone taxes. No matter what tax needs you have, we are available year-round – before and after tax return deadlines – to help you hit the mark on achieving your financial goals.

Charitable Contribution Documentation: Just Do It

3 Year End Tax Tips

Using Income Tax Thresholds for Tax Planning

Straight Talk

Translating technical jargon into a plain English “text.”
I hear people talking about their federal “tax rate.” Am I taxed at one rate?
INDIVIDUAL
Great question – a lot of people get confused about their tax rate. We actually have a graduated rate system for our taxes. Therefore, as your income increases, the rate at which it is taxed also goes up.
CRI
OK. How do I know what my personal tax rate is?
INDIVIDUAL
We typically refer to it as your “marginal tax rate.” That’s the rate at which your highest dollar of income is taxed. Rates can be as high as 39.6% under today’s Tax Code.
CRI
Got it. Basically, my marginal tax rate tells me how much I will pay on any additional dollars of taxable income that I report?
INDIVIDUAL
Exactly. Your marginal rate is important when making decisions about your withholding or estimated tax payments.
CRI
Good to know. Is there anything that I should do?
INDIVIDUAL
I recommend that we schedule a brief meeting to discuss your tax rate and its impact on your overall tax planning. That way, we can be sure you’re maximizing your tax savings strategies throughout the year.
CRI

Articles

MORE INDIVIDUAL TAX ARTICLES

Solutions Simplified

Down-to-earth descriptions of our services.

Divorce/Marital Dissolution

CRI provides a full range of services – from financial affidavit preparation to equitable property division to litigation support – for either spouse. Our CPAs hold specialty credentials that relate directly to divorce proceedings, including Accredited in Business Valuations (ABV), Certified Valuation Analyst (CVA), Certified in Financial Forensics (CFF), and Certified Forensics Examiner (CFE). No matter what marital dissolution services we provide our clients, we build strong relationships with them so that they know we support them through this difficult time.

Estates, Trusts & Private Foundations

CRI’s professionals help you prepare fiduciary income tax, estate tax, and gift tax returns for state and federal taxing authorities. Our estate tax CPAs stay up-to-date with the frequent changes in the estate tax law and offer guidance on how these changes could impact your estate plans. Plus, we help you proactively address your estate to preserve the maximum wealth for you, your family, or your charity.

Contact Our Team

CRInsights

Guide

Estate
Tax Planning
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Guide

Tax
Planning
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Brochure

Estate Tax
At-a-Glance
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