When and why to contact a tax professional
Changes in income
What can a tax professional do for you?
Changes in life events
-Raise in pay or reduction in pay
-Withdraw of retirement/investment accounts
-Inheritances
-Receipt or contributions of gifts to another person
-Many large business decision
Changes in life events
What can a tax professional do for you?
Changes in life events
-Retirement
-New employment or changes in employment
-Births, deaths, marriages and divorces
-Moving
What can a tax professional do for you?
What can a tax professional do for you?
What can a tax professional do for you?
-Advisory with personal and business tax matters
-Tax planning and strategies to maximize your money and minimize tax burden
-Represent you before the IRS or State agencies in various matters.