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Tax Language...

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Tax Planning 

You do not have a choice about paying taxes but you can avoid 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. This should not come as too much of a surprise when we consider that tax laws change every year, even in years when no major tax legislation is enacted.

How much of the over-payment is yours? Wouldn’t you rather see those funds in your bank account or put aside for to grow for your retirement or other financial goals?

Do you want to reduce your tax burden? Do you want to increase your assets? We can help!

We specialize in planning and can identify tax-saving approaches that apply to your situation. We work with you throughout the year, not just when it’s time to prepare your return.

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

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. We will help you aggressively pursue every deduction you are lawfully entitled to.

*21:5 Wealth Management, nor any of its members, are tax accountants or legal attorneys, and do not provide tax or legal advice. For tax or legal advice, you should consult your tax or legal professional.

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