Taxes influence how much of your income and investment growth you keep, making them an important part of your overall financial plan. Tax preparation reports what happened during the year. Tax planning looks ahead, giving you time to consider opportunities before important decisions and deadlines pass.

Effective planning starts with understanding your full financial picture: your income, business, investments, retirement goals, and family circumstances. Mark takes the time to learn about these areas and identify tax strategies that fit your situation. While no strategy can guarantee a particular result, planning throughout the year can help you make informed decisions and avoid missed opportunities.

If you need help with tax planning, tax preparation, or an IRS matter, schedule a conversation with Mark or call 704-243-4222. As an Enrolled Agent, Mark can represent clients before the IRS.

Tax preparation, tax planning, tax resolution, and accounting services are provided through Momentum Tax & Accounting, Inc., a separate business owned by Mark Kenison.