It's tax season again. Get the forms together, run some numbers, and see how things turned out. That strategy works fine, until you get knocked over with a tax bill you weren't expecting. It's kind of like driving through the rearview mirror. it's tough to know what's ahead and easy to be surprised.
Surely, there has to be a better way. Well there is (and stop calling me Shirley).
Years ago I hit one of those surprises myself, so I built a few projections and found a windshield was a lot more useful than a rear view mirror for taxes. It's a lot easier to plan and avoid surprises when you're looking forward.
Our individual tax services are priced at $450 and include all the normal federal and state tax prep and e-filing that you'd expect. Clients get a tax projection for the next year based on this year's numbers and known changes to the tax rules. Our fees also include 2 hours of planning during the rest of the year to make updates for other changes or to check scenarios. $1M Tax Audit Defense from Tax Protection Plus is also included with all tax returns at no cost to clients.
The definition of insanity is doing the same thing over and over and expecting a different result. So if you're tired of managing your taxes through the rear view, it's time to try something new.
If you have a small business (Schedule C), rental or K1 income (E), investment sales (D), or other unique schedules or items, contact me for a quote.
There may be an additional fee for preparing these items, depending on complexity. If your needs are beyond my expertise I'll help you with a referral.
We offer an Early Bird discount for clients with all documents sent in by Valentine's Day and a discount for teachers, religious ministers, and veterans.
ASHLAND ADVISORS, PLLC
Luke Speltz CPA, CMA | 5235 Bulldog Avenue | Van Meter, Iowa
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Ashland Advisors PLLC is a registered investment adviser offering advisory services in the State of Iowa and in other jurisdictions where exempted.
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