A Critical 2015 Tax Planning Checkup for Thousand Oaks Taxpayers
August 24, 2015
Skylar Dubrow, CPA
Blog
August 24, 2015Skylar Dubrow, CPABlog
We’re almost done with August (!), and the school season is already starting in many areas where we serve our clients. This summer has absolutely FLOWN by — and those of us who pay attention to politics are all probably eagerly looking forward to being done with the Presidential election cycle (which is still more than a year out!).
But in the shorter term, we’ll start seeing Congressional action on a whole slew of financial and tax-related items come fall.
Because as usual, there will be a variety of tax credits going bye-bye on January 1, 2016. And provisions that affect regular families are always a big part of this conversation. On top of this, with the economy still sputtering, continued chaos at home, in Greece, China and the Middle East … well, it can be a little hairy out there.
Which is why it’s so important for you to maintain your peace in the midst of it all.
Look — it’s no mystery, probably, why I choose to write so often about maintaining the proper perspective. We see clients in here regularly, and you probably wouldn’t believe how often we have the same kinds of conversations. Finances touch a deep place of security (and fear) for so many, NO MATTER how much is in the bank accounts.
From the very well-off, to those deep in debt … everyone can pick and choose their poison these days, when it comes to fear.
I often play the role of counselor, in addition to helping folks navigate their way through tax and financial decisions. Because families and individuals can make rash decisions in times of perceived crisis — and they often have unforeseen wealth complications that stem from those decisions down the road.
Which is why it’s critical that we take a look at how things are set up (tax wise) for you and your family for the rest of 2015. With school coming back, it is the perfect time to take a clear-eyed look at things, and plan for the best way to save as much as absolutely possible.
Call my office this week: (818) 889-7285 (or email me by clicking the button at the top of this page) and request one of our limited 2015 Tax Planning Saver Sessions. During this session, we will analyze your current situation and identify clear action steps for the last quarter of 2015 — designed to save your bottom line hundreds (or even thousands).
You CAN control your tax strategy … and we can help.
Until then…
Skylar Dubrow CPA
(818) 889-7285
The Dubrow Group, CPAs
Preparing a correct and accurate tax return is our priority. We proudly stand behind our work and if a mistake does happen that is our fault, we will immediate correct the mistake and gladly refund your money if requested.
If any penalties or interest are incurred due to our mistake, we will do everything we can to fix the problem and cover any penalties should they arise.
We feel so confident in our processes to account for all deductions and uncover hidden deductions that we guarantee that you will pay the lowest amount of taxes legally possible. We spend a good amount of time correcting and fixing other so called tax pros mistakes and oversights.
We are so committed to giving out clients the best service. We do this by taking thte time to understand our clients situation and asking the right questions to make sure every deduction is accounted for. And remember we work for you, NOT the IRS.
Not only do we prepare an accurate tax return, we will inform you of tax saving strategies and best record keeping practices should we see fit.
Starting January 1, 2017, all our returns come with our “Silver” Stress Free Audit Insurance, FREE with paid tax preparation. Our Silver package includes our full support when handling IRS and State Notices for the 2016 tax year. If you receive a notice, send it to us and we will work with you to organize the required documentation and we will respond to the IRS on your behalf.
“Many tax experts are predicting an increase in IRS audits (because of the system automation), as well as an increase in audits by the state”
Our Gold Package adds our representation for an actual IRS audit for the current year. Whether it be an “audit by mail”, or an actual audit at one of the IRS locations, we will work with you to compile all the necessary documentation and represent you in front of the IRS for no additional charge. Our fees to represent our clients in an audit scenario can range from $1000- $2500 & up depending on time and complexities.
Our Gold option is an optional add on service & not included with regular tax preparation. Gold protection covers the current tax year only regardless of when you get audited.
The IRS and state authorities are behind in auditing tax returns and matching reporting documents to tax returns.They are currently working on 2012 & 2013 years.
Our Platinum level package covers you for a period of 7 years. It Is just like our Gold package, but it includes the currtent year and 6 prior years. We will provide audit coverage for prior years tax returns, even if we did not prepare them.
How is that for taking care of our clients! Once the Platinum level package is purchased, only the gold level will be required in future years as the previous years have been protected by the one time Platinum purchase.
