Brendan Willmann, CPA, EA, CFP®
Asheville: 828-348-8698
Cincinnati: 513-549-2736

Strategic Tax Planning

Granada Tax utilizes a proactive approach towards optimizing a client’s current and future tax position, identifying opportunities and managing tax liability well ahead of IRS deadlines.

The process is integrated with a client’s business, retirement plan and estate plan as needed, a seemingly lost art in an age of rote data entry and blind acceptance of software-driven outputs.

Tax Return Preparation

Granada Tax's fully customized process streamlines tax preparation to minimize the time, hassle and cost of an accurate filing.

We also recognize technology’s limitations, electing to forgo a reliance on software in favor of a continual commitment to understand the nuances of the tax code.

The result is an efficient process enhanced with specific, forward-looking recommendations to minimize your tax liability.

  • Proactive tax consultation for individuals and small businesses
  • Tax minimization strategies for the self-employed
  • Tax-efficient income planning for retirees
  • Tax return preparation for individuals and sole proprietors
  • Admitted to practice before the IRS in the event of an audit or examination

Recent Blog Posts

Date posted: December 9, 2019

Tax Advantages of a Donor-Advised Fund

The 2017 tax reform has significantly enhanced the popularity of donor-advised funds for those who are charitably inclined.

Date posted:

How much can I contribute to my IRA?

The contribution limits for Traditional and Roth IRAs is $6,000 for 2019. The contribution limit will be the same for 2020.