Doing your taxes can be pretty intimidating. Even if you’re doing a simple “plug and play” of a 1040 EZ, there’s always a bit of trepidation, hoping you’ve done everything right. As you get into more complicated scenarios, it can be downright stressful. If you’re a small business owner, self-employed or do gig-based or contractual work, the moving target of tax law and strategies can cause honest people to make costly mistakes.
We offer this service to our clients to ensure their finances are working together to be as tax efficient as possible. Tax planning considers all aspects of a client’s money, including:
When we gather all this information, we work on a plan for our clients to ensure they’re maximizing their income in the most tax-efficient manner. We’ll also consider strategies for retirement plans.
No, in fact, your tax plan may include several strategies. We want to make sure you protect as much of your income from tax as possible and we do that by implementing strategies.
No two people will have the same strategy. We don’t offer “cookie-cutter” advice and we stay current on tax law, so you don’t have to. We can combine hundreds of strategies to come up with the one, overarching approach that's right for you.
Your long and short-term goals will determine the best course of action for you. We understand these goals are ever-changing, so we can be as flexible and dynamic as your current position and long-term outlook are.
We may be biased but we believe anyone can benefit from tax consulting. This is much more than just tax preparation—though we do that too. People often think tax consulting is an unnecessary expense. They couldn’t be more wrong.
The right tax professional will save you much more than their fee. Even those filing a 1040 should give us a call because, while it seems straightforward and easy, it’s deceptively complicated. The IRS’s instructions PDF for 1040 is over 100 pages long. (1) You read that right.
Knowing tax code is more important than ever as codes and laws change from one year to the next. If you’ve never used US-based tax services, this is a good time to reach out.
Certain situations are trickier than they look on paper. Also, we may be able to get you tax breaks you don’t know about. Consulting a professional can help those who:
This list is not comprehensive—because everyone’s financial and tax situation is different, there is no definitive list.
We would love to speak with you, even if you’re not sure you need our services. We are happy to answer questions about what we do and how we can benefit your specific situation.
It’s risky to submit to the IRS and hope for the best. You could be losing out on tax breaks you don’t even know existed. That’s where we come in. We’re an experienced team of tax professionals who will help you keep as much of your hard-earned money as possible.
Reach out to us at email@example.com.