Many people often ask me if I prepare individual returns and the answer is absolutely! As a CPA/PFS I love to prepare individual returns, because although your taxes may seem cut and dry, preparing your return gives me insight into how I can assist you with making better financial decisions that can save you major amounts of money. Things like what's below all have tax implications:
- Optimizing investing in your company's 401k plan
- Taking advantage of your company's HSA, FSA and other benefits
- Family planning and how that interrelates to your financial and retirement planning
- Considering starting a business? - we can discuss how to do this in a tax savvy method
- Married filing separate spouses where one spouse is self-employed and the other is not
- Stock gains and losses outside of a retirement account and how that affects your taxes
Comentarios