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Tax Planning+


 

Plan Now

The federal tax code came into existence in 1913 when the states ratified the 16th amendment to the constitution. Since then, the code has been through countless revisions. According to the Taxpayer Advocate Service, there have been more than 5,900 changes to the code since 1986. That is an average change of more than one per day. Badger, Sumrall & Co, CPAs keeps up with the changes and works with clients to plan and stay ahead. 

Our planning process in four easy steps

Gather

Open discussion with our advisory team to understand the goals

Analyze

Data review from where you are to where you want to be 

Develop

Create the map

Implement

 We guide the way

Specific Planning

Business Tax Planning


Individual Tax Planning


Transactional Planning


Estate Tax Planning


Compensation Planning


Transactional Planning