Are you confident you're taking advantage of every tax break you deserve?
At SMT & Associates, we believe proactive tax planning is the key to keeping more of what you make. Proactive tax planning means scouring your income and expenses for every available deduction, credit, loophole, and opportunity. And without "aggressive" strategies, "gray areas" or "red flags."
We've recently licensed a new planning tool - one that will help us more than ever before - to identify and explore opportunities with you to cut your tax bill. Innovative analysis, combined with our years of experience, gives you the proactive advice you need with the reliable service you trust.
Our tax coaching service quizzes clients on their families and homes, jobs, businesses, and investments, then recommends specific strategies and concepts for saving tax dollars. We package those recommendations in plain English, to deliver the savings you really want.
Here's an example of what you'll receive:
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1. First ,we invite you to our office for a free initial consultation. We will ask you to complete a brief informational sheet about you, your family, and your business if applicable.
2. During the initial consultation, we will review your prior year tax returns, discuss your background in more detail, and answer any questions you may have about us, your taxes, or our process. We will also present you with a fixed fee for us to conduct our full analysis. Up to this point there is no obligation for you to move forward.
3. A retainer of 50% of our fees will be due before we start.
4. A follow-up meeting will be will be scheduled during which we will review your personalized written report, discuss our findings and tax savings, and discuss the implementation of any strategies you decide to implement.
5. We also include on-going maintenance of the plan in the form of updates to you on changing tax laws, and unlimited consultations of a short duration related to the plan for the 12 month period after the report is presented.