Tax Planning

DeMarco and Associates takes an innovative approach to tax planning, providing the most advantageous solutions for our clients supported by prevailing rules and regulations. Our proactive tax plans are designed to optimize transactions and evaluate issues preemptively to meet your financial objectives and reduce tax liability, making your tax burden a lot easier.

  • Proactively identify actions to lower tax liability for individuals and corporations.
  • Avoid possible penalties and interest for underpayment of taxes.
  • Eliminate surprises about the final tax liability.

We provide tax planning services for corporations and individuals prior to the end of the tax year — months in advance of filing your returns — and you’ll receive a tax projection of expected income, deductions and tax liability, along with actionable steps to minimize the liability. Financial peace of mind is possible with Demarco and Associates.


We have years of experience in developing corporate, partnership, individual, estate and trust tax plans. Our tax professionals are knowledgeable in federal, state and local tax regulations, including income tax, multi-state tax issues, sales tax, employment tax, excise tax and estate tax. By keeping up with new tax laws and legislation, we identify key tax planning opportunities to minimize both current and future tax liabilities for personal or business needs. With us, you’ll receive much needed advice and preparation to keep liabilities as low as possible.


Take the guesswork out of tax planning and filing by letting our experts evaluate and reduce your risk and exposure. Our goal as a high-quality boutique accounting firm is to help mitigate risk of an audit or noncompliant behavior among clients. Our staff provides individualized attention to help evaluate and analyze any possible exposure of your personal or professional filings, and we’ll work with you to ensure that your filings are submitted without incident.


Setting up your bookkeeping system correctly is crucial for long term functionality and ease of use. We can assist you by designing your initial accounting system or reviewing your current one. Let us help with your new system setup or with evaluating and updating your current bookkeeping system. We have experience with a variety of platforms and industries. By streamlining your bookkeeping processes and helping correct any issues before they become problems, we can save you significant time and money in the long run.

For more information about our accounting and tax planning services, call us today at (419) 931-0250.