GROUP

It is not about how much you make... It is about how much you keep.

 

Taxes could be a huge expense, if you think about them only once a year at tax time. Then it is just damage control, and there is very little that even the best of us can do to help you.

 

BUT, if you plan and explore your options, and adjust your strategy regularly - you can arrange your financial and tax situation to meet your goals.

 

Let's make the system work FOR you, not against you.

In our day and age there is no reason to use a professional, right?

All they do is just plug the numbers into computer. Anyone can do that! Actually, even that is no longer necessary – OCR and other technology can do that more efficiently!

 

However, I do not think our team will have to retrain and master a new profession anytime soon.

 

The value of a good tax advice, plugging the numbers in the best place, and analyzing the BIG picture can save you a lot of money and keep you out of trouble.

 

I'm not even talking about errors or missing deductions. There are apps that claim that they do it automatically for you. I'm talking about the big picture.

What if the biggest deductions are NOT the best for YOU?

 

What if changing the way you do business slightly qualifies you for tax credits?

What if changing the stocks you sell or the day you sell them could lower your tax bill?

 

How are your actions TODAY affecting your tax bill tomorrow?

America is a country of choices. Decisions must be made at every step of the way. Taxes are no exception.

 

Your choices might be somewhat limited – yes, taxes must be paid. Yes, your income is taxable. But remaining options and still powerful and not using them, not taking advantage of every tax benefits provided in the ever growing multi-volume tax code is a crime against yourself.

 

Yes, you can do your own taxes. (Good luck!). After you learn the concepts and comb the tax code, don't forget to review IRS recent guidance.

 

But don’t wait too long before you contact a professional should you decide your time will be best spent elsewhere.

Damage control is a lot less effective than good old-fashioned tax planning.