Having a detailed financial plan provides you with a strategy to make practical financial decisions in all aspects of your life.
Your tax return is the culmination of all of your financial activity during the year. We prepare multi-state tax returns, and in our experience, clients are best served when we prepare their business (especially when the business in question is a pass-through entity) returns as well as their individual income tax returns.
Don’t ignore the IRS or FTB notice – often, your best defense is to reply and to do so as quickly as possible.
FBAR and other foreign disclosures may be necessary for you. Noncompliance is unnecessarily costly and stressful – do it right – comply, disclose, and prevent problems (and penalties) in the future.
After-the-fact tax planning and analysis is not the way to go – we view all financial decisions as driven by three factors: budgeting, tax impact, and potential for growth. Don’t like making estimated payments, and don’t contribute to your 401K? Why not? Contributing to your 401K helps you save on taxes owed now, and it also helps you save for your retirement. Want to know how investing in that partnership your friend has been talking to you about might impact your tax picture? Don’t find out after you’ve made the investment. We can consult with you to help you understand the tax and financial impact of your decisions.
Through financial clarity, we provide you with the financial confidence you need to achieve.
And, that’s just the beginning.
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