It is my job
to see that you pay the minimum tax allowed by the law.
As a Certified
Public Accountant, I am required to take extensive continuing
education courses to maintain my level of expertise, so I may
be up to date with ever changing tax laws. My job is to monitor
the changes in the tax law that affect you and recommend tax savings.
If you are
contacted by the IRS concerning your income tax return, you must
call me first. I will take care of it so you may have less stress
in your life.
Tax
Planning
Open communication
is important to a good client and professional relationship. I
want you to feel comfortable asking questions and discussing your
concerns at all times.
Here are a
few basic tax-cutting strategies:
- Shift
your income from one year to another so your income will be
taxed at a lower rate.
- Shift your
deductions from one year to another to maximize your tax savings.
- Defer your
tax liability by contributing to various pension and retirement
plans.
- Section
1031 real estate of like kind exchanges to defer capital gains
tax.
Divorce
Planning
The effects
of property settlements can have a significant impact on your
taxes today and on the future. I have advised many of my clients
going through a divorce process. I have met with lawyers and advised
my clients during property settlement proceedings and provided
financial guidance after the divorce. Proper planning can help
minimize the tax effect and cost of this difficult transition
in your life.
Professional
Help
The tax laws
are so complex that unless your financial situations are extremely
simple, you will benefit from at least occasional help from a
tax professional. It is easy to overlook deductions and credits
if you prepare only one return a year. Even using computer software
is not a substitute for a tax preparer.
I have prepared
over 6,000 individual, businesses, estate and trust returns over
the years. I know what to look for when your return is prepared.
More importantly, you have someone to answer your questions during
the rest of the year. As a bonus, you will receive quarterly newsletters
with tax and financial advice.
