It's tax season again. Get the forms together, run some numbers, and see how things turned out. That can work out, until that one year when get knocked over with a tax bill you weren't expecting. It's kind of like driving through the rearview mirror. it's tough to know what's ahead and easy to be surprised.
Surely, there has to be a better way. Well there is, and stop calling me Shirley (if you know, you know).
Years ago I hit one of those surprises myself, so I built a few projections and found a windshield was a lot more useful than a rear view mirror. It's easier to plan ahead and avoid surprises when you're looking in the right direction.
Our individual tax services are priced at $450 and include all the normal federal and state tax prep and e-filing that you'd expect. Clients get an initial tax projection for next year based on this year's numbers and known changes to the tax laws. Our fees also include 2 hours of tax planning services during the year to review projections and make updates as needed, and $1M Tax Audit Defense from Tax Protection Plus is included with all tax returns at no additional cost to clients.
Einstein's definition of insanity was doing the same thing over and over and expecting a different result. If you're tired of tax surprises, it might be time to try something new. Contact us anytime for an initial no obligation conversation.
If you have a small business (Schedule C), rental or K1 income (Schedule E), investment sales (Schedule D), or other unique schedules or items, contact me for a complimentary, no obligation quote.
There may be an additional fee for preparing these items, depending on complexity. If your needs are beyond my expertise I'm happy to help with a complimentary referral.
We specialize in income taxes for religious ministers. Click here to learn more.
We also offer discounts for teachers, religious ministers, and veterans, as well as an Early Bird discount for tax returns completed in February.
ASHLAND ADVISORS, PLLC
Luke Speltz CPA, CMA | Van Meter, Iowa
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Ashland Advisors PLLC is a registered investment adviser offering advisory services in the State of Iowa and in other jurisdictions where exempted.
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