Pay Less Tax, Save More Money, Have More Fun!
How you ask? TAX PLANNING! Tax planning season is here. Now is the time that you need to sit down with your accountant and review your tax situation before December 31 rolls by. Once January 1 arrives, it is too late to make most changes to save more money on your tax return.
Tax Planning is the single most important services we can provide to you — especially in this tight economy. Saving you more money is our passion! In a one-hour appointment, we will review your tax situation for this year and give you some very helpful suggestions on what you can do to reduce your tax bill on April 15. In fact, we will probably give you several suggestions. But you MUST act now. Tax Planning appointments fill up very quickly and usually run from October 1 through the first part of December.
If you don’t think you need a tax planning session and you have had one of the situations listed below this year, you might want to reconsider that thought. These situations usually impact your tax bill:
- Received a large employee bonus or award
- Became unemployed
- Changed employment
- Took an unplanned withdrawal from an IRA or other pension plan
- Retired or are contemplating retirement
- Moved or otherwise change your address
- Exercised an employee stock option
- Had significant stock gains or losses
- Got married
- Separated from or divorced your spouse
- Sold or exchanged a property or business
- Experienced the death of a spouse during the year
- Turned 70½ during the year
- Increased your family size through birth or adoption of a child
- Started a business or acquired a rental property
- Received a substantial lawsuit settlement or award
- Got lucky at a casino, lotto, or game show and receive a W-2G
- Plan to donate property worth $5,000 ($500 if a vehicle) or more to a charity
- Plan to gift more than $14,000 to any one individual during the year
Call today so you can have more money and more FUN! — 559.924.1225.
