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Want
to reduce the amount of taxes you pay? Who doesn't! Tax planning is how you
accomplish this. Most business owners and individual taxpayers aren't aware
that there are a variety of methods that can greatly reduce your income
taxes. At Tax Matters, Tax Planning is not a service we simply "do",
we emphasize the importance of tax planning. Tax Matters make tax planning
the most important service we provide you each year. We personally meet
with you to discuss, review and evaluate your income tax return and find
your missed opportunities that resulted in a higher tax liability than you
wanted!
With more than 25 years industry experience, our clients are confident in
our ability to assist them with a variety of financial matters. Our core
business philosophy is based on developing long-term professional
relationships with our clients, and earning their trust as their number one
source for tax and financial concerns.
Tax preparation is just part of the equation. Proper planning, including tax
planning and financial planning remains key to your overall financial
health. As they say, "people don't plan to fail, they fail to plan". Poor
planning - or failure to plan at all - can cost taxpayers thousands of
dollars each year. Our goal is to reduce your income tax liability by
ensuring that you pay only what you need to, and nothing more. Shouldn't
that be your goal too?
Personal Specialties:
Withholding Allowance Review (W-4 re-calculation)
Using Pre-Tax dollars to pay for expenses instead of after tax dollars (Use
of Health Savings Accounts to SAVE MONEY)
Proper Retirement Plan contributions to maximize tax savings
Buying/Re-financing a home
Starting A Business
Buying/Selling Rental Property
Effective Tax Savings Strategies for Parents with young children
Effective Tax Savings Strategies for Parents with older/college age children
As trusted advisors, we work closely with our clients to develop planning
strategies that help them achieve their short and long-term financial goals.
More importantly, they depend on our knowledge and commitment to helping
them obtain and maintain the financial freedom and security they deserve. We
serve a broad client base in a variety of industries, including:
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Real Estate Professionals |
Real Estate Investors |
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Contractors |
Teachers |
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Consultants |
Home-based Businesses |
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Engineering |
Physicians |
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Retail |
And Others |
