Whether it is to spread out taxes over several years, or to take advantage of a change in tax law, timing always matters. Let me help you decide what the best time would be for your tax strategy.
Tax laws change, which can leave old online resources obsolete. Pair that with the spread of misinformation, taxes can be confusing. Let me help you make sense of it all with up-to-date information that helps provide clarity.
It is never too early to start thinking about your tax plan for this year, or the coming years. I can also work with your investment advisor to come up with a plan that helps balance out your gains and losses.
We will not nickel and dime you. One free hour of tax planning is included with each tax return, which covers most clients for the year since sessions tend to be around 30 minutes.
If tax planning goes beyond that hour, it is typically because there is a much bigger plan needed, which means huge savings for you. It is well worth the value, in my opinion.
Tax strategy is more than maximizing deductions. It is minimizing taxes by using the tax law to spread out income over time to utilize lower marginal rates. It is having important feedback on when to exercise stock options. It is so much more than simply making retirement account contributions, and without someone knowledgeable in the tax law, it can feel like a confusing maze of information.
I wish I could say that I could, but unfortunately, that isn’t possible most of the time. My job is to help you reduce your tax bill using legal means, which occasionally might eliminate your tax bill, but most of the time it only reduces it.
A one-time engagement can be done, especially if the tax strategy revolves around a transaction that will not be repeating any time soon, like selling your house.
It is, however, recommended to utilize tax strategy sessions on an ongoing basis, at least once or twice per year. One free hour is included with each tax return, so it may not cost you anything if you are a current tax client.
Not at all. Although tax research with AI has come a long way, it has a blind spot for subjective items and tax laws that overlap. It also only knows what you tell it, so if there is important context missing, it’s recommendation may be very inaccurate.
We use AI for limited applications, such as auto-naming new files, or to quickly and efficiently locate tax research sources.
We do not outsource to any countries outside the USA. This is to protect your data, ensure quality, and provide a better client experience.
As much as we would love to do that, there are certain functions that are best left to those who are more specialized in it. I sometimes outsource tax preparation overflow to seasonal preparers, and certain tax credit calculations to those who have a stronger background in that industry.
For example, Research & Development Tax Credits benefit greatly from having someone with a strong engineering background involved in the process. For that reason, I typically refer someone out to a specialist firm for those.
So, let's be happy together
