Do you know the difference between tax planning and tax preparation? Tax planning is a proactive approach that can help you legally lower what you owe in taxes. It involves much more than just preparing the proper forms. People often mistakenly believe that their CPA is trying to save them money when they pay for tax preparation services, but that’s not their job. They’re only preparing your return for IRS compliance, which can cost you more than you realize.
Our tax planning clients, on average, save $38,569 annually. Get our free e-book on Tax Savings Strategies.