DeAnn M. Bogart - Certified Public Accountant


     (541) 887-8130

The mission of DeAnn's firm is to provide the finest professional services possible while helping each client achieve their maximum potential.

Tax Planning Tips

Planning is the key to successfully and legally reducing your tax liability.  DeAnn goes beyond tax compliance and proactively recommend tax savings strategies to maximize your after-tax income.

DeAnn make it a priority to enhance her mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars.

Businesses and individuals pay the lowest amount of taxes allowable by law because she continually looks for ways to minimize your taxes throughout the year, not just at the end of the year.

DeAnn recommend Tax Saving Strategies that help you...

  • grow and preserve assets by keeping Uncle Same out of your pockets.
  • defer income so you can keep your money now and pay less taxes later.
  • reduce taxes on your income so you keep more of what you make.
  • reduce taxes on your estate so your family keeps more of what you've made.
  • reduce taxes on your gifts so you can give more.
  • reduce taxes on your investments so you can grow your wealth faster.
  • reduce taxes on your retirement distributions so you can retire in style.

Here's just a few of the Tax Saving Strategies DeAnn uses...

  • Splitting income among several family members or legal entities in order to get more of the income taxed in lower bracket.
  • Shifting income or expenses from one year to another in order to have them fall where it will be taxed at a lower rate.
  • Deferring tax liabilities through certain investment choices such as pension plans, contribution and other similar plans.
  • Using certain investments to produce income that is tax exempt fro either federal or state or both taxes entities.
  • Finding tax deductions by structuring your money to pay for things you enjoy, such as a vacation home.

Remember, I work for you not for the IRS.


DeAnn M. Bogart, CPA

270 Main Street

Klamath Falls, Oregon 97601

Tel:  (541) 887-8130

Fax: (541) 887-8131