Don’t laugh.
I’m Stuart Steinberg, CPA, MBA, a tax professional here north of Boston and 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 do, you’re not alone. With a tax code as thick as multiple copies of “War and Peace,” finding tax answers is nearly impossible unless you have years of training. 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. I’ll give you the kind of audit, a positive audit, that will assess your tax health and may save you money.
There is a way to learn of those tax savings throughout the year–not just at tax filing time–and to use them to save money on your taxes. Call me and set up a free tax health check. You’ll 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. Then I’ll go over my recommendations step-by-step, in person. A typical tax firm would charge several hundred dollars for this kind of information. I am providing this in-depth tax assessment service to you for free.
23 Years of Financial and Tax Experience
Since 1988, I’ve worked with tax advisors and financial professionals of all shapes and sizes. 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. Please contact me today and make an appointment for your free tax health check. I’ll request copies of your financial, investment and income information, which will be kept completely confidential. And in less than a week, I’ll have an action plan that may potentially allow you to save big. How often can you expect that from an audit?
Stuart Steinberg, CPA, MBA has owned a strategic tax planning practice on the North Shore for 23 years. Please feel free to contact him anytime and let Erock Tax take care of you!