Planning for the future

April 18 has come and gone.  In this blog and for the rest of the year we are highlighting our financial analysis service which includes a mid-year tax review.  

Michele and I had the privilege to attend Tony Robbin's Business Mastery in January 2017.  Keith Cunningham was a speaker at the event and reminded us about "Financial Optics".  In addition to the mid-year tax review, we can sit down with you and do a detail financial analysis of your current situation to help you get a clear view into your financial health.  We call it a "Dashboard" view. Do you have a dashboard of your current financial situation? With a dashboard, you can measure your financial health and map out your financial future.  We as tax professionals and financial planners can help you with that.

The goal of the mid-year tax review is to see where you are with year-to-date with your income, expenses, withholdings, estimated tax payments, and where we can find tax efficiencies to help you.  

It is not how much you make, it is how much you keep. We are here to help you with that.  Please contact us for a consultation and let's get you prepared to have a great 2017.