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Skillful Tax
Preparation and Planning...Helping You Minimize Your Tax Bill
You don’t
have a choice about paying taxes, but you can avoid making the
mistake of overpaying them. While it’s hard to imagine anyone
intentionally paying too much in taxes, the IRS estimates that
more than one billion dollars is overpaid in taxes each year.
That’s no surprise when tax laws change every year—even
in years when no major tax legislation is enacted.
How much of
that money is yours?
Wouldn’t you rather see those funds in your bank account
or put aside for your retirement or other financial goals?
Do you want
to reduce your tax burden? Do you want to increase your assets?
We can help!
We specialize
in personal income tax preparation and planning and will identify
the tax-saving approaches that apply to your situation. We work
with you throughout the year, not just when it’s time to
prepare your return.
Do you want
to find out how you can reduce your tax burden?
You might
be able to save on taxes by:
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Restructuring your
investment portfolio to produce a higher after-tax return; |
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Shifting income
to dependents in a lower tax bracket; |
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Claiming appropriate
home office deductions; |
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Maximizing qualified
plan and IRA contributions; |
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Identifying all
the deductions that apply to your small business. |
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Helping Ted and Elaine Reduce Their
Tax Burden and Their Headaches
Ted was an engineer, and Elaine
was a self-employed interior designer. Their tax bill fluctuated
from year to year, and they both felt frustrated because they
never knew if they would owe money or receive a refund. When
one of Ted’s co-workers told him April 15th was never a
surprise to him, Ted and Elaine were happy to be referred to
his Cambridge Advisor.
Ted and Elaine were shocked
to learn that they weren’t taking many deductions available
to them, especially in Elaine’s business. Like many small
business owners, Elaine had never thought about how many of her
activities and expenses involved clients, prospective clients,
referral sources, and research. In addition, Ted and Elaine learned
that by increasing their retirement savings they could actually
increase their cash flow, and that by holding investments in
the right types of accounts they could reduce their tax burden.
Now Ted and Elaine have a
Cambridge retainer that provides them with a tax check-up in
the spring and another in the fall. They no longer worry about
their annual tax bill.
Ted and Elaine were happy
to be referred to a fee-only member of the Alliance of Cambridge
Advisors. |
If you’re
like most people, your taxes represent one of your largest annual
expenses, yet often little or no planning is done to minimize
your tax bill. Careful tax preparation and planning can free
up money that you can use to achieve your goals. As personal
income tax specialists, we will help you aggressively pursue
every deduction you are lawfully entitled to.
Would you
worry less if you had more money to save toward your goals?
Discover
how much more money you could be keeping for yourself and your
future. Contact Stratton Advisors, a member of the Alliance of
Cambridge Advisors, to find out if you can save on your taxes.
Linda strongly believes that taxes are a major part of the financial
planning process.
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a complete description of our investment services or performance.
This web site is in no way a solicitation or offer to sell securities
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