Long term, annual and mid-year tax planning and tax forecasting services. Tax planning and tax forecasting services for individual and small business clients is a hallmark of the personal touch we offer. Since we do not close down after April like other tax services, we are available all year long to assist you and answer any questions you may have. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.