Tax Season leaves many Americans feeling uncertain and stressed. Much of this is due to the size of the tax code, which has doubled in recent years.

The record keeping requirements are also becoming more involved at every level. The need for professional help in the area of taxes has never been greater.

After filing taxes many emotions can surface:

• Not sure you paid the proper amount
• Overwhelmed by the complexity and record keeping requirements
• Wondering what to do about the coming year – should you adjust withholding or pay larger estimated taxes to avoid penalties or reduce your refund?

Prepare for Next Years Taxes Today

Tax-advantaged planning is more than simply gathering the necessary information and computing the capital gain or loss based on the provisions of the tax code. Tax-advantaged planning is proactive and forward looking, whereas Tax Preparation is reactive and historical. Tax-advantaged planning means knowing where you stand currently so you can take action before year-end to reduce taxes.

Preparing for your Tax-Advantaged Planning Meeting

Having the following materials available at your first meeting will help us create an accurate personal financial statement:

• Most Recent Federal And State Tax Returns
• Most Recent Paystubs
• Current Income
• Living Expenses
• Financial Statement
• Estate Documents (Wills and Trusts)
• Current Statements (Bank, Mutual Fund, Brokerage 401K, Insurance, etc)

Your tax projection report is only one portion of your financial planning reports package. The power of your tax projection report is that it is integrated with your entire financial portfolio.

Before Your First Visit

Please print and complete the Financial Planning Checklist and bring it to your first appointment.