TAX REDUCTION STRATEGY
Besides a client saying, “I just got an IRS audit notice”, there is nothing that saddens us more than when a client says, “Adam, what can I do to save on taxes?”.
And it’s not the question that bothers me (it’s a great one btw).
It’s the timing!
If a client asks us March 15, 2019 how to save money on their 2018 taxes, I vomit a little in my mouth.
Honestly, there’s not a lot we can do.
Yes, for business owners we can reclassify things.
Yes, we can play with different rates of depreciation.
Yes, you can do IRA’s/SEP’s.
But honestly, it’s not much.
You pay our firm great money to save you great money. The ONLY way WE can accomplish this goal is through effective year end tax planning.
Our personal goal for our clients is to offer you viable options that will save you boatloads of cash.
- We’ll do it legally.
- We’ll do it ethically.
- We’ll do it quickly and easily.
And that last part, the “Quickly & Easily” part, is especially important.
Bottom line:
If you want to save A LOT on taxes for 2019, you MUST take action NOW!
Proper tax strategy legally lowers your tax liability so you have the funds to change the world.
Our firm is here to help.
Call us at 424.253.0200 to see if we can create a tax strategy that works for you.
HEAR OUR CLIENTS
“Michael G. says: Adam is terrific (and incredibly patient) at explaining complex subjects … would definitely recommend his service!”
“Tim S. says: We are always satified with the level of service and caring that we receive. We’ve been coming here for years to do our taxes. Thank you!”
"I have tried several other places before finding Adam, and now will never consider going anywhere else. He asks many questions to make sure that all possible deductions are utilized, and gives me advice on what to do in the future to set myself up for a better refund... Thanks for everything Adam! ”