Making certain you're not overpaying your taxes.

New clients always say.... "My old CPA never asked me these questions". After we implement our strategies we save the average new client about $26,000 per year using workhorse strategies that are proven. Most of them have to be set up and implemented ahead of time.

Due to this year’s high inflation rates, the IRS tax bracket adjustments for 2023 could result in a change to your federal income tax bracket. These inflation adjustments may help some taxpayers to lower their taxes and provide opportunities to invest more into their IRA and 401(K) accounts. While some certainly may benefit from these changes for the coming tax season, do not expect this to be a reoccurring annual assist. For more detailed information on how you could be affected, schedule an appointment with us! https://cbsn.ws/3BO9UfX

When life changes arise, it’s crucial to consider their implications on your financial health. This article showcases eight real-life examples can drastically alter your tax situation: https://bit.ly/3CbyDMF

Knowing your rights as a taxpayer is essential. Here is a guide from the IRS that will help you get to know them better. https://www.irs.gov/advocate/taxpay...

The IRS publishes a list of acceptable business expenses, known as Publication 535, to help business owners properly track their spending and file taxes. However, if you’re still unsure about whether a purchase is considered a business or personal experience, it’s best to confirm with an experienced tax professional to avoid future problems with the IRS. https://bit.ly/3xBWbYy

Don't get caught off guard by your tax bill in retirement, read about estimating your taxes in retirement here: https://www.thebalance.com/taxes-in...

The Earned Income Tax Credit (EITC) helps low- to moderate-income workers and families get a tax break. If you qualify, you can use the credit to reduce the taxes you owe – and maybe increase your refund. See if you qualify here https://www.irs.gov/credits-deducti...

This interview will help you determine if your residential rental income is taxable and/or if your basic expenses associated with the rental property are deductible. https://bit.ly/3xlFtN2