Skillful Tax Preparation and Planning…Helping You Minimize Your Tax Bill
You don’t have a choice about paying taxes, but you can avoid making the mistake of overpaying them.
Do you want to reduce your tax burden? Do you want to increase your assets? I can help!
I specialize in personal income tax preparation and planning and will identify the tax-saving approaches that apply to your situation. I work with you throughout the year, not just when it’s time to prepare your return.
If you’re like most people, your taxes represent one of your largest annual expenses, yet often little or no planning is done to minimize your tax bill. Careful tax preparation and planning can free up money that you can use to achieve your goals. As personal income tax specialists, we will help you aggressively pursue every deduction you are lawfully entitled to.
Helping Ted and Elaine Reduce Their Tax Burden and Their Headaches
Ted was an engineer, and Elaine was a self-employed interior designer. Their tax bill fluctuated from year to year, and they both felt frustrated because they never knew if they would owe money or receive a refund. When one of Ted’s co-workers told him April 15th was never a surprise to him, Ted and Elaine were happy to be referred to his Cambridge Advisor.
Ted and Elaine were shocked to learn that they weren’t taking many deductions available to them, especially in Elaine’s business. Like many small business owners, Elaine had never thought about how many of her activities and expenses involved clients, prospective clients, referral sources, and research. In addition, Ted and Elaine learned that by increasing their retirement savings they could actually increase their cash flow, and that by holding investments in the right types of accounts they could reduce their tax burden.
Now Ted and Elaine have a Cambridge retainer that provides them with a tax check-up in the spring and another in the fall. They no longer worry about their annual tax bill.
Ted and Elaine were happy to be referred to a fee-only member of the Alliance of Cambridge Advisors.
Would you worry less if you had more money to save toward your goals?
Discover how much more money you could be keeping for yourself and your future. Contact Stratton Advisors, a member of the Alliance of Cambridge Advisors, to find out if you can save on your taxes. I strongly believe that taxes are a major part of the financial planning process.