SERVICES

INCOME TAX PREPARATION Try thinking of the tax return as a score card. Increasing your net after-tax income by sharing less with the government is how you score. Tax planning is as important or possibly more important than preparation of the returns. You can legally reduce your tax but usually the best opportunities exist during the tax year, not after, when the return is being prepared. RETIREMENT PLANS Did you know you can have a TAX-FREE retirement? Doesn't it make sense to have a tax professional who is dedicated to reducing taxes help plan your retirement? Most of the retirement savings plans are tax deferred, which means you still must pay tax on your withdrawals when you are retired, thus reducing your net income. In my experience, retirees hate writing those quarterly estimated payment checks to the IRS. I will show you how to maximize your retirement savings and manage the distribution of the money so that you pay the least amount of tax possible. ESTATE PLANNING We are all going to pass away and depending on the size of your estate, the IRS can take a large share of the money. The complexity of the tax code in this area is rivaled only by the maze of options available. Save yourself from seminars that gloss over the gray areas only to find out your plan has an expensive flaw. I work closely with estate planning attorneys to help protect your assets and leave your heirs a secure legacy.