When was the last time your tax guy said to you...
Tax preparation is just the start...
...tax planning is the key!
Are you satisfied with the taxes you paid in 2018? What's 2019 forecast looking like? What about 2020?
Tax Day is long gone and if you're like most people, you're not thinking about your taxes anymore. But maybe that way pf thinking is not necessarily the best. Wouldn't you rather lie to STOP wasting money on taxes you don't have to pay.
That's what Strategic Tax Planning is all about!
If you qualify for this type of service, we'll begin the 3 step process to transform your relationship with taxes from simply a reactive compliance task to proactive strategy management so you can "Beat the IRS...Legally"!
Where do we start? With your tax return, of course. If you need your tax return prepared or you have that task already completed, I'll scour your tax return and tax documents for every available deduction, credit, loophole, and opportunity without aggressive strategies, "gray areas" or "red flags". Then I'll go beyond your tax return and look other tax saving strategy opportunities you might be missing in your overall financial life and future based upon your goals and where you want to be later in life.
I'll use the information I've gathered to prepare a tax plan to identify and explore opportunities within the tax code to cut your tax bill and beat the IRS. Legally! Innovative analysis, combined with my passion for helping you understand your taxes so you can stop wasting money, gives you the proactive advice you need with reliable service you trust.
Based upon the best plan for you, we'll determine what role you would like me to play and if it fits into what I do. Once we agree on our relationship, we'll start with the 90 Day Action Plan and begin implementing and managing the best tax savings strategies that make sense immediately. We'll collaborate on a regular basis to track the flow of money, analyze the processes and make adjustments as needed. At the end of the year, we'll prepare your tax return and gauge the results.
I'll ask again...