Am I Paying Too Much in Taxes?

If the answer to any of the following questions is “No” or “I don’t know”, we can help!

  • Are your withholdings and estimated tax payments sufficient to avoid underpayment tax penalties?
  • Has your Will been drafted to ensure maximum utilization of the unified credit and minimization of estate taxes while letting you control and direct the disposition of your estate?
  • Have you done all that you can to provide for your retirement?
  • Have you taken all of the tax credits and deductions to which you are entitled?
  • Does it make sense to defer or accelerate income?
  • If you are selling investment assets, have you taken advantage of those techniques which can provide the maximum deferral (possibly a permanent deferral) of taxes?
  • Will your tax returns stand up to IRS scrutiny?
  • Has your Accountant/CPA/Attorney adequately represented you before the tax authorities and obtained the best result for you?
  • Has your tax professional been sensitive to your needs while providing creative and supportable tax planning ideas?
  • Have you been successful in avoiding correspondence with federal and/or state tax authorities?

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