People are asking what can I expect from an in depth tax analysis strategy session.

Well, you first will see what tax bracket you are in and where the next cut off is so you can plan for filling that tax bracket.  You next will find out what deductions and credits you qualify for plus see if you COULD qualify by making some minor adjustments so you aren’t missing out.  Forward planning for the upcoming year/years is the next part of the session – planning to retire, have a child, sell investments, start social security, get a pay raise – See where you stand and plan ahead.

View a sample report:

David Sample and Carol Sample 2020 – – Tax Report