Tax Advisory is boring, but maybe not

I going to just say it.  Plenty of people don’t need tax advisory services. For some lucky people their tax filing requirements are straightforward enough that they can either file their annual returns themselves or only need minimal assistance to keep the IRS and their States happy.

On the other hand, there are still plenty of people who can benefit from having an expert help them navigate the complex and confusing tangle that is the Internal Revenue Code. (not to mention some states…New York I’m looking at you!)  Having an expert tax advisor with experience and in-depth knowledge of tax laws and rules can help determine the best options for complying with the tax code while still boosting cash flow and reducing tax liabilities.

Last year I met multiple times with a client who was struggling with her huge tax bills every spring. We kept up an ongoing conversation for months while we put together a strategy to use the tax regulations to her benefit. Proactive accounting and tax planning helped her restructure her business to minimize her taxes.  Now that the work is done, she is realizing a huge tax savings.  This year she owed $20,610 less than she paid last year!

That’s the power of advisory services when My Team Tax and you work together to come up with personalized solutions for your individual needs. 

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