CYNDIE BARONE, CFP ®

TAX PREPARATION | LIFE INSURANCE | NOTARY | SMALL BUSINESS CONSULTING

Why We Stand Out in Support and Service

INFORMED TAX PLANNING

Last year we found that many of our new clients missed tax reducing opportunities. It is our job to inform you of all the deductions for which you are eligible. If you do not know about a potential tax break - you cannot take it! Most people think about taxes only when it is time to complete their returns. But unlike tax preparation, tax planning is a year-round process. Most tax-saving strategies must be implemented no later than December 31.

WE MAKE TAXES LESS TAXING

We provide tax planning, small company consulting, FAFSA application assistance, life and long-term care insurance and other related services. As our client, you get personalized, quality service. We strive to make taxes less taxing by offering in-home or in-office appointments, as well as consultation by mail, email or phone.

WE SUPPORT YOU YEAR-ROUND

Good year-round tax planning also requires good year-round record keeping. You must be able to substantiate your deductions and have back-up documentation. The IRS is very strict on this point! And it is especially important if you are self-employed. The process may seem challenging, but it is well worth the effort. Avoiding costly mistakes and taking advantage of available tax breaks can save you money. It is estimated that close to two million taxpayers overpaid their taxes by $500 for failing to take deductions or credits for which they are eligible.

OUR PHILOSOPHY

We believe that clients are able to make the best decisions when they have received professional advice. Please browse our site and see if there is any way in which we can help you.

Call 866.431-9580 to discuss your needs