There is nothing more important than proper tax planning. It is absolutely vital, and yet so few people do it. Tax planning must happen before the prior year ends! When tax season is upon us, it is too late to do anything about your tax position – you could be receiving MORE refunds and paying LESS tax if you properly planned. Proper tax planning also often leads to proper retirement planning and savings in the form of retirement contributions. Don’t short change yourself and your financial position by not properly planning BEFORE the year ends.
If you are an existing client, you already know we can often save you more money than we cost you when tax planning is part of our overall service engagement. You save even more money by reducing your tax liabilities. On top of this – you save even more by putting money back for your future retirement – money that is yours and not the IRS’s!
If you are not currently a client, then send copies of your prior year tax returns (2 years is even more helpful) by scanning and e-mailing us at firstname.lastname@example.org or allowing us to create you your own private portal with us and then you can upload your documents to our secure portal. We will review and respond to you FREE OF ANY CHARGES! We will let you know what we think could be helpful and what we can do to help you along the way. We are that confident we can help you! We believe in providing value added services to our clients. Let us take a look today!