Tax Tips from Stu Steinberg, CPA
“Celebrating 25 Years in the Business”
Have you ever heard of a positive audit?
Don’t laugh. I’d like to ask you a question: Do you have the nagging feeling that you could be doing more to save on income taxes, but you don’t have the time or the knowledge to act? If you are thinking, yes…I do. I promise you, you are not alone. With a tax code as thick as several copies of “War and Peace,” finding tax answers is nearly impossible unless you have years of training, and more years to read the dense language. Bottom line… there may be many ways you could keep more of what you’re earning – tax credits, deductions, exemptions, etc. – but without the right guidance, you might never find them. CPA’s, like myself, will give you the kind of audit that may actually save you money.
It is possible to learn those tax savings before or after April 15 and use them to save money on your taxes. Give me a call to set up a free “Anti-Audit.” Unlike other CPA’s that frequently charge as much as $300 per hour, I offer this service to you complimentary. You will receive an intensive one-hour analysis of your tax situation, complete with suggestions for reducing your tax burden and taking advantage of the ever-changing tax codes. I’ll crunch your tax numbers in advance, and present you with a written report. I then go over my recommendations step-by-step, in person. As I said, it is general practice for tax planners to charge as much as $300 per hour for this kind of information, and honestly, they don’t take kindly to me giving it out for free. So why do it? Because I want to build a relationship of trust with you and believe it is an investment in working with you on your financial-advising business. It’s a great opportunity for me to show you the kind of valuable service I provide. Your “Anti-Audit” can reveal ways to potentially keep more of what you earn through tax-wise investing.
25+ years of financial and tax experience.
Since 1988, I’ve been working with tax preparers, CPAs and other financial professionals. As a student of tax law, I know taxation, and I may know how to help you reduce your tax burden legally, sensibly and above board. There’s no magic to it, just knowledge, planning and common sense. Make an appointment anytime for your free “Anti-Audit. “ I’ll request copies of your financial, investment and income information, which will be secured and completely confidential. In a week or so, I’ll have an action plan that could potentially allow you to save big on taxes. How often can you expect that from an audit?
I look forward to speaking with you.
Stu Steinberg, CPA, MBA
Click below to hear Win Damon of WNBP FM 106.1 and I review this topic. We have insightful tax and financial chats every Tuesday morning at 8:20.
P. S. April 15 isn’t too far away, so call (781) 247-5569 or email anytime lynne@erocktax.com soon and set up your free “Anti-Audit!”
With more than 25 years of experience as a credentialed tax professional, Stu Steinberg brings a broad depth of knowledge to his work. Stu founded Erock Tax to help provide tax strategies to individuals, families and small businesses. He uses his CPA expertise to help each client navigate their long-term debt and mortgage, gaining them the best deals and rates possible. Stu is passionate about empowering his clients through education about their tax health. He is highly energetic and brings a sense of optimism, creative problem-solving and a deep level of commitment to every Erock client.