I worked with so many people last year who were completely shocked and surprised about their tax liability when the returns were complete. With alternative minimum tax, passive losses, and phase outs of itemized deductions, your tax bill is not something you can afford to just leave to chance and hope it comes out favorably for you.
“When was the last time your tax pro came to you and said ‘here’s an idea I think will save you some money’?”
We are making a strong effort this summer and fall to work with each of our clients to do just that. In our recent quarterly Tax Update newsletter, we sent out information about our new Tax Coaching and Planning services. First, by reviewing your particular situation, we provide a complete plan of attack to help you reduce your tax liability and make tax smart decisions. This analysis usually encompasses about 40 to 75 pages. We then update your current tax plan to get a preview of your 1040 and help you understand your current year’s liability. Finally, we add a second scenario of what your tax return could look like with the implementation of the planning ideas we have provided. The results are astonishing. The tax liability has been reduced by $4,000 to $16,000 on the ones we have done so far!
Beware though, planning time is now! Most of these ideas to save you money need to be in place now — January will be too late!
We work with clients across the country so no matter where you are, we can work with you via web meetings, email, and telephone. We are expanding our business and want to help more people save more of their hard earned money — including you. Let us help you see how tax planning now can save you a bundle and make next April much less painful.
Donna Bordeaux, CPA with Calculated Moves
Creativity and CPAs don’t generally go together. Most people think of CPAs as nerdy accountants who can’t talk with people. Well, it’s time to break that stereotype. Lively, friendly, and knowledgeable can be a part of your relationship with your CPA as demonstrated by Donna and Chad Bordeaux. They have over 50 years of combined experience as entrepreneurial CPAs. They’ve owned businesses and helped business owners exceed their wildest dreams. They have been able to help businesses earn many times more profit than the average business in the same industry and are passionate about helping industries that help families build great memories.