Contact us now for a complimentary review of your 2007 tax return.
With another tax season behind you, now it the time to start planning for this year. We found that many of our new clients paid more then they had to in previous years because of missed 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.
The professionals at Cyndie Barone, CFP Professional & Associates, provide tax planning, small company bookkeeping, FAFSA application assistance, and other financial, insurance and planning services to individuals and small businesses.
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.
Good year-round tax planning also requires good year-round record keeping. You need to be able to substantiate your deductions. This is especially important if you are self-employed. It’s challenging, but well worth the effort. Avoiding costly mistakes and taking advantage of available tax breaks can save you hundreds or thousands of dollars every year. It is estimated that close to two million taxpayers overpaid their taxes by $500 for failing to itemize for such things as their mortgage interest and charitable deductions.
Overwhelmed by bookkeeping software? It is not too late to get caught up for this year. Ask about our internet discount.
Consider using our professional and affordable services if you recently purchased a home; if your preparer last year did not sign the return as required by law; if your preparer claimed they could obtain larger refunds than other preparers; if your preparer bases their fee on a percentage of your return; if you need life insurance or to find out if you are on-target with your retirement planning.
We believe that clients are able to make the best tax and financial decisions only when they have received professional tax and financial advice. Please browse our site and see if there is any way in which we can help you. Thank you for visiting.
"Nothing is certain but death and taxes." - Ben Franklin
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