Are you paying too much to the IRS? Tax preparation gets you compliant - Tax Planning puts you in control.
It's great that you are having your tax returns prepared and in compliance with the IRS. But have you ever wondered if you are overpaying?
With our tax planning services, We will perform a thorough review of your situation and identify tax saving strategies.
You will receive a detailed document outlining the tax laws that govern you, as well as a clear and concise scenario summary that will show you how much you will save in taxes. More importantly, you will receive an easy to implement action plan (If you'd like we can implement for you as well).
Types of questions we can help you answer:
Tax preparation comes at the end of the year, and it is then too late to implement any changes that could allow you to pay the least amount in taxes legally possible.
When planning taxation for our clients, we review the entire situation. Through our conversations (Human interaction, not computerized scripts), we detail your expenses to find every possible legal deduction, credit or loophole. We do this before the year is over, and in time to implement these strategies. Everything we do is based on Internal Revenue Code or other legal supporting material. There are no gray areas, and because we are Certified Public Accountants, you can be sure that everything will be legal and IRS approved. (We are subject to penalties by law if we implement aggressive, unsubstantiated strategies.)
Contact us, and we will happily analyze your individual situation.- We are certain you will save thousands of dollars on taxes. If we cannot find a strategy that will save you at least what our fees are (And then you can then enjoy the savings for years to come), then we will not charge you - even if that means that we thoroughly reviewed your situation for free.
What is the cost of a tax planning engagement?