Tax Planning Report

During our initial consultation (first 15 minutes are no cost, prepayment required thereafter for an estimated amount of time agreed upon). Where applicable, within three (3) business days of your request, PSO will initiate a refund to you in the same manner in which it was paid to PSO for any unused prepaid time).

PSO will gather your personal finance and lifestyle information, request additional documentation, conduct additional inquiries to develop a plan tailored to you. PSO will need to review prior year tax returns, current year income streams and conduct further inquiry so that we can collaborate to provide actionable steps to minimize your tax liability, obtain refunds of overpaid taxes from past years if applicable and ensure that you are taking full advantage of all deductions, credits and deferrals to keep more of what you earn, rather than handing it over to Uncle Sam. There is no reason to pay more in taxes than you are legally obligated to pay. 

Many people do not realize how many options they truly have in terms of credits, deductions and salary/earnings deferral opportunities and eligibility. That is MY specialty.  By getting to know you, your lifestyle, your background, your family and community together with gaining an understanding of your goals, aspirations, natural abilities, talents and resources, PSO can tailor an action plan report customized just for you. 

This is not a one-size fits all approach because that just does not work. Many tax preparers and companies simply gather forms and basic information, complete and file your tax returns, then close up in April and hope to see you back next tax season. That is such a missed opportunity for you to not only fully understand your current tax situation, but to actually take steps now for THIS YEAR before it's too late to do anything to change your outcome. There are accounts and financial products available that require proactive steps on your end long before we get to December 31st.

For example, many retirement accounts require set-up and/or funding by an earlier date (e.g., October 1st) of the current year, in order to utilize deductions that may result in you putting money into your retirement or other tax deferral account, rather than handing over your hard earned dollars to the IRS. But, if you do not take such steps by a certain date THIS YEAR, you could find yourself regretting it and not being eligible to maximize your tax savings and positively impact your financial future, including into retirement. 

Please DO NOT WAIT!! I really do have a passion for serving people in their quest to secure their future and to minimize what is just handed over to the government to spend as THEY deem fit, whether you agree with that spending or not.

LET ME help you.