- Project what you owe in the current and find strategies to minimize.
- Plan for the next year.
- We have saved clients anywhere from a few hundred dollars to over $50,000 through tax planning!
What You Need:
- A copy of your most recently filed tax return.
- Your most current year to date paystub if you are employed.
- Your business income and expenses for the current year if you are a business owner.
- If your books aren't up to date, don't worry! We do that too!