Tax planning is the real key to beating the IRS -- legally. We go beyond tax compliance and proactively recommend plain-English concepts and strategies to maximize your after-tax income.
We're constantly
working to enhance our mastery of the current tax law, complex tax
code, and new tax regulations by attending frequent tax seminars.
Our clients pay
the least tax allowable by law because we continually look for ways to minimize
your taxes throughout the year -- not just on April 15.
?Most
accountants do a fine job of filing tax returns ? getting the right numbers in
the right boxes on the right forms. But that's not nearly enough. The real
secret to managing taxes is planning. Bev Stitley is a member of an elite group
of fewer than 50 accountants nationwide that are dedicated to tax planning to
save clients money."
Edward A. Lyon,
JD
TaxCoach
Software, LLC
We recommend
tax-saving strategies to help you:
- grow and
preserve assets by keeping Uncle Sam out of your pockets.
- defer income so
you can keep your money now and pay less taxes later.
- reduce taxes on
your income so you keep more of what you make.
- reduce taxes on
your estate so your family keeps more of what you've made.
- reduce taxes on
your gifts so you can give more.
- reduce taxes on
your investments so you can grow your wealth faster.
- reduce taxes on
your retirement distributions so you can retire in style.
Has your current
accountant discussed strategies like these with you?
- Splitting incomebetween
family members or legal entities in order to get more of the income taxed in
lower bracket.
- Shifting income
or expenses from
one year to another in order to have them fall where it will be taxed at a
lower rate.
- Deferring taxes through certain investment
choices such as pension plans, contributions and other similar plans.
- Choosing
appropriate investments to produce income that is tax exempt from either federal
or state or both taxing entities.
- Finding tax
deductions by
structuring your money to pay for things you enjoy, such as a vacation home.
Remember, we
work for you -- not for the IRS. Many of our clients save many times the
fee in reduced tax liability through careful planning and legitimate tax
strategies.
Call me at today
at 301-582-1291 to schedule your free Tax Analysis. I'll find the
mistakes and missed opportunities that may be costing you thousands in tax ?
and show you how proactive planning can rescue those lost dollars.
I guarantee you'll
leave with new information, or I'll contribute $50 to your favorite
charity.
So call today!