taxes

Strategic Tax Planning

Tax Savings Need Tax Planning

When it comes time to file your tax return, there are limited options at your disposal to reduce your taxes. When you're really looking to save significant tax dollars, you need to be executing on a tax planning strategy during the year. This is because much of what gets reported on the forms that go to the IRS is a record of the transaction that occurred during the year.

Unlike most CPA firms that just prepare tax returns and don't talk to their clients again until next year, we've assembled a comprehensive list of tax planning strategies that we actively work on with our clients to achieve unparalleled tax savings. If you're tired of feeling like you're giving away too much of your money to Uncle Sam, we're here to help.It's not uncommon for tax returns filed in previous years to have mistakes on them. Maybe you missed some deductions or credits, maybe you forgot to report some income, or maybe there's other material issues with how the return is reported. We'll consult with you to let you know what the tax impact of amending the return will be, the risks and benefits of amending (or not amending) so that you can make an informed decision.

If the decision to amend your return is made, we'll step you through the process and let you know what to expect. Finally, we'll ensure that any items that will impact future tax years are accounted for on subsequent tax returns.

Our Amended Tax Return Process

1

Step One

We'll gather all of your previous years tax returns, and your year-to-date paystubs and other relevant statements.

2

Step Two

We'll setup a meeting to go over everything and provide our recommendations.

3

Step Three

We'll help you implement the recommended strategies so you can begin reducing your taxes.

Jordan Keller, CPA
Mark Kuca, CPA
Shay James, CPA
Reed Covar, CPA
Megan Durst, CPA/ABV, CVA
James Larsen, CPA
Riana Linsky, CPA
Joe Detrow, CPA

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