Seriously? Free Tax Tip or Pocketing Thousands Through Tax Planning? Your Call! - Palma Financial

How many certified public accountants (CPAs) utilize this script annually?

“It’s tax season! Please submit your W2s and 1099s by the end of the month.”

After your taxes are done:

“Alright, based on your earned income, the amount you owe in taxes is $____.”

You are not happy because you find the amount to be excessively high. Your CPA responds with this free tip:

“Well, one option is to maximize your contributions to your IRA.”

It should be noted that your CPA is not engaged in tax planning and is merely offering a free suggestion.

Let us show you how we saved our clients over $36,559,180 in 2022 with proactive Tax Planning.

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