Home | Financial Planning | Investment Advice | Taxes | About Us

Skillful Tax Preparation and Planning...
Helps You Minimize Your Tax Bill

You don’t have a choice about paying taxes, but you can avoid 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 and your taxes throughout the year, not just when it’s time to prepare your return. We'll prepare your annual return or, if you like, work hand in hand with your current tax preparer. The difference is that we view your tax return as a management tool. We know how it works and what you can do to take advantage of the tax legislation that’s in effect.

What are some ways we can help you can reduce your tax burden? You might be able to save on taxes by:

Restructuring your investment portfolio to produce a higher after-tax return;
Shifting income to dependents in a lower tax bracket;
Claiming appropriate home office deductions;
Maximizing qualified plan and IRA contributions;
Identifying all the deductions that apply to your small business.

If you’re like many people, your income-related taxes represent about one-third of your annual expenses, yet often little or no planning is done to minimize your tax bill! Careful tax preparation and planning can free up money for other goals. As personal income tax specialists, we will help you pursue every deduction you are lawfully entitled to.

Would you like your tax return to start working for you?

Let us know if you would like to make a tax return review be part of your Taconic Financial Review. Contact us today for more information.

DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.

Chip Simon
Charles “Chip” Simon, CFP^®
Contact Us

"Taconic Views"
Newsletter

Current Newsletter

Free Tools for
Life Transitions

“I guide you through the financial industry's pitfalls, the government’s maze of rules, and life’s risks. With proper education you can avoid traps and feel more secure about your financial future.”

Skillful Tax Preparation and Planning... Helps You Minimize Your Tax Bill

Skillful Tax Preparation and Planning...
Helps You Minimize Your Tax Bill