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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? I can help!

If you choose, as part of your financial review, I can analyze your tax situation to identify tax saving approaches that might apply to your situation.

Do you want to find out how 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.

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.

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. I will work with you to identify potential opportunities for tax efficiencies and savings.

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 me today for a no-cost review of your prior three years’ tax returns.

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 I am 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 I, and my suppliers believe reliable, but I 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.

Joanne Marion
Joanne C. Marion, CFP^®
CPA, MBA
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