Reduce Taxes with a Complimentary Tax Planning Session
Are you a high-income earner or business owner in Huntsville? Finding ways to reduce taxes in 2023 is challenging. The Tax Cut and Jobs Act in 2017 increased the standard deduction and eliminated many itemized deductions and loopholes. Most remaining tax deductions now phase out as income increases. So finding ways to reduce taxes can be a real challenge.
However, that doesn’t mean that tax planning is no longer beneficial. The game has just changed. Often, significant tax savings are the result of long-term tax planning.
In our complimentary tax planning sessions, we review your prior year tax returns and offer tax planning recommendations designed to help you optimize your tax plan…all in less than 1 hour!
How it Works:
1.
Schedule A 15 minute Introductory Call
We simply ask a few questions to understand your situation and outline our complimentary tax planning process. Then we answer any questions you have before moving forward.
2.
Share your prior year (2021) tax returns
You share your prior year returns with us for review. We take your privacy seriously and use a variety of cybersecurity methods to keep your data confidential. Our professional team will spend time reviewing your situation to identify tax planning opportunities. Reviews usually take 3-5 business days.
3.
20-30 minute Tax planning review session
We will schedule a tax planning review session at a time that works for you. In your review session, we will share customized tax planning ideas for you to consider.
