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Simon, Simon & Lucas, LLC

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Simon, Simon & Lucas  Digital App

Simon, simon & Lucas App

Simon, Simon & Lucas Tax provides a full-service digital and professional tax experience. Our app and team make filing your taxes simple, accurate, and stress-free. We help you prepare, file, and manage your taxes from start to finish, ensuring every deduction and credit you qualify for is applied.

 

You can securely upload your documents, track your refund, and even get expert guidance from our trained professionals. Whether personal or business, Simon, Simon & Lucas Tax makes sure your returns are done right,  efficiently, confidently, and on time.

Year-End Tax Planning Strategies for Individuals

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  • Review deductions and tax credits

  • Pay outstanding medical or education expenses

  • Organize tax documents early

  • Review dependent care and childcare credits

  • Check eligibility for energy-efficiency credits

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Year-End Tax Planning  Strategies for Businesses

  • Defer income or accelerate deductible expenses

  • Review and update payroll and benefits

  • Contribute to employee retirement plans

  • Track and document business mileage and expenses

  • Evaluate inventory and write off obsolete items

  • Review estimated tax payments

  • Consider year-end bonuses for employees

How can Simon, Simon & Lucas help with year-end  tax planning strategies

These are just a few of the many year-end tax strategies available to help strengthen your business’s financial position. At Simon, Simon & Lucas, we believe that proactive and personalized tax planning is the key to minimizing liabilities and maximizing opportunities for growth. Our experienced professionals work closely with you to identify the best strategies for your specific situation,  ensuring your business enters the new year strong, compliant, and positioned for success.​

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