We're constantly working to enhance our mastery of the current tax law, complex tax code, and new tax
regulations by attending frequent tax seminars.
Our clients pay the least tax allowable by law because we continually look for
ways to minimize your taxes throughout the year -- not just on April 15.
?Most accountants do a fine job of filing tax returns ? getting the
right numbers in the right boxes on the right forms. But that's not nearly
enough. The real secret to managing taxes is planning. Tom Sawyer is a member of an elite group of
fewer than 50 accountants nationwide that are dedicated to tax planning to save
clients money."
Edward A. Lyon, JD
TaxCoach Software, LLC
We recommend tax-saving strategies to help you:
- grow and
preserve assets by keeping Uncle Sam out of your pockets.
- defer
income so you can keep your money now and pay less taxes later.
- reduce
taxes on your income so you keep more of what you make.
- reduce
taxes on your estate so your family keeps more of what you've made.
- reduce
taxes on your gifts so you can give more.
- reduce
taxes on your investments so you can grow your wealth faster.
- reduce
taxes on your retirement distributions so you can retire in style.
Has your current accountant discussed strategies like these with you?
- Splitting
income between
family members or legal entities in order to get more of the income taxed
in lower bracket.
- Shifting
income or expenses from one year to another in order to have them fall where it will
be taxed at a lower rate.
- Deferring
taxes through
certain investment choices such as pension plans, contributions and other
similar plans.
- Choosing
appropriate investments to produce income that is tax exempt from either
federal or state or both taxing entities.
- Finding
tax deductions by structuring your money to pay for things you enjoy, such as a
vacation home.
Remember, we
work for you -- not for the IRS. Many of our clients save many times the fee in
reduced tax liability through careful planning and legitimate tax strategies.
Call me at
today at 954-491-7233 to schedule your free
Tax Analysis. I'll find the mistakes and missed
opportunities that may be costing you thousands in tax ? and show you how
proactive planning can rescue those lost dollars.
I guarantee
you'll leave with new information, or I'll contribute $50 to your favorite charity. So
call today!
