Annual Tax Planning

For people who want to pay less tax, not just file correctly. Count myAccount reviews your full year ahead, finds the savings, and gives you a written action plan.

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A tax plan built around your situation
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In-depth analysis to find tax-saving opportunities
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Tax-optimized investment guidance
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Filing season looks backward; tax planning looks forward. Most people only see their tax bill after the year is over, when nothing can change it. Count myAccount reviews your full picture before the year unfolds — income, investments, business activity — identifies where you can legally lower what you owe, and checks prior returns for credits you missed. You leave with a written action plan, not a guess.

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