What is Tax Planning?
Tax Planning is the proactive process of identifying mistakes and missed opportunities to lower a client's tax liability. It is the difference between simply recording history and writing the history.
Preparing your income tax return is something that some people like to do themselves and there's no problem with that. There are many DIY solutions for that. In many cases when the return is simple it can be done quickly and easily. But many people are not interested in doing it themselves for a variety of reasons.
The truth is that taxes can be complicated and frustrating. In 2012 the Tax Foundation did a study and determined that there are more than 4 million words in the tax code and associated documents. This is enough to make even the most accomplished professionals question themselves at times.
At Premier Services we take every tax return seriously and ensure that it is prepared correctly We strive to meet and exceed your expectations. We utilize our resources and professional memberships to consider the facts and make the right choices.
Let us worry about your return and let you get back to what you enjoy doing. Wouldn't you rather be spending time on your hobby or with your family?
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No one looks forward to April 15th. If you are required to make quarterly estimated payments you have three other dates that are just as disappointing. Even if you are fortunate enough to get a refund the thought that you gave the IRS a interest free loan for the year won't make you happy.
The Tax Code is a complex and constantly changing set of rules. In 2012, the National Taxpayer Advocate's Office estimated that there were approximately 4 million words in the statutes and regulations. They also noted that in the period between 2001 and 2012 the Tax Code changed 4,680 times, an average of once per day.
So what are your options if you aren't happy with your tax bill?
Well, let me tell you that questionable deductions and ignoiring the tax returns will only cost you in the long run.
A number of tax professionals are great at putting the right numbers in the right boxes and recording history. In my practice I focus on helping my clients write their own history through proactive planning.
I'm often asked when is a good time to do a plan. Well, there isn't a bad time and the longer you wait the more money you could be wasting.
I know that you might be wondering if tax planning is right for you. well, it's true that some individuals are more likely to implement changes that will save them thousands of dollars a year, but it won't cost you anything to find out.
These are just a few of the categories of people that can benefit from proactive planning.
I know this may sound too good to be true. The fact is it is simply a matter of understanding the rules and applying them to your situation. The tax plan comes with a money back guarantee. You owe it to yourself to get a free analysis.
Get your Free Tax Analysis. There's no obligation and it's Free. I want to help you find those mistakes and missed opportunities.
Tax Planning is the proactive process of identifying mistakes and missed opportunities to lower a client's tax liability. It is the difference between simply recording history and writing the history.
The type of strategies we recommend do not increase your audit risk. We use only legitimate techniques. Our tax plans include references to the appropriate tax code sections.
No, proper tax planning utilizes the tax code to your advantage. We do not like gray areas and techniques that could be red flags because they simply aren't worth the risk.
It is the key to your financial defense. There are two ways to put more money in your pocket, financial offense and financial defense. Financial offense is obviously making more money and financial defense is spending less. For most people taxes are their biggest expense, so it makes sense to focus your efforts in that area.
Tax planning makes sense for a variety of people including entrepreneurs, small business owners, medical professionals, real estate professionals, real estate investors, retirees and investors. Our planning service starts with a free tax analysis, so you have nothing to lose.
We start with a free tax analysis. This involves reviewing your prior tax returns looking for mistakes and missed opportunities. This also gives us an idea of your particular tax situation. Once that has been completed we prepare a comprehensive written plan. Don't worry, we won't hand you a stack of spreadsheets; we'll tell you what to do ,when to do it and how to do it. It's written in language that is easy to understand and we can even assist you in implementing the strategies.
If you are uncomfortable with the free tax analysis, that's OK, we can get the information we need by asking you a series of questions.
There isn't a simple answer to that question. Each person's situation is a little different. Our plans are written specifically for you and may involve different strategies.
What we can promise you is that we guarantee that the savings you receive after implementing the strategies will be at least twice what the plan cost you. There is a good chance that you will see a bigger savings, but we guarantee double. We will discuss the cost before moving forward, so there's absolutely no risk to you.
After we have presented the plan and you have implemented the strategies we are confident that you will see savings in excess of your investment. For that reason we guarantee that you will at least double your investment or we will refund your money. We take all of the risk and you have extra money in your pocket.
Most tax professionals offer a service that focuses on tax compliance. Our service combines compliance with proactive planning. This helps you identify the areas where you may be spending money on taxes that you don't need to be paying. We leverage the complex tax code to help you pay only your fair share without any gray areas or red flags.
We make text message marketing profitable. We help you build a list of your best customers and send effective messages to entice them to return to your business and spend more. The business dashboard also tracks the progress of your campaigns and gives valuable data that will help you understand the effectiveness and streamline the campaigns to maximize results.
We help you assemble a list of your best customers. These are the customers that already know and like your business and want to come back. The software allows you to send pre-scheduled and one-time messages to entice them to come back and spend more money. The service generates on average an extra $5,000 to $10,000 per month.
There is currently nothing stopping an individual from requesting additional discounts. In our experience this has not been an issue. The fact is that even if they did try to game it they would still be coming back to your establishment to spend additional money and you benefit from the additional sales. So the end result is everyone benefits. The incentives we encourage you to offer should still allow you to at a minimum to break even on the transaction. It works out to be a low cost form of advertising.
We have several types of campaigns that we use. The obvious items are a percentage discount or fixed amount discount. We can also setup Buy One Get One offers. There is also an opportunity to setup no offer broadcasts that can be used to promote live events or other informational items. The software also allows you to segment your list so you only send messages to a specific group. All of the relevant data and statistics are available on your dashboard so you will never have to worry if it is working.
Our Hours are 9 AM to 6 PM Monday through Friday by appointment. Saturday appointments available upon request.
We stand behind our work and offer a satisfaction guarantee. If you are ever unsatisfied with our services just let us know. Payment for most of our services is due at the completion of the service.
There are no long term commitments with our SMS broadcast service. The service is most effective after the list has been established, so we ask that you give us 3 months to accomplish that. If at any time you do not see the benefits of the service we will part ways and the subscription will end at the end of the month.
Yes, we are confident that you will see an increase in your monthly revenue that far exceeds the cost of the service. so if after the initial start up phase of building the list if the service has not paid for itself we understand and will go our separate ways.
It is very effective for restaurants, but it can work for any service business. If a service business has opportunities to sell additional services or to additional family members it will be just as effective. An example would be an auto repair shop could offer tire rotation to a customer that just got an oil change or offer services for the other vehicles in the family. The only limitation is your imagination.
The messaging that we suggest may differ from that of a restaurant, but it can be just as effective for food trucks. Imagine being able to deliver your current location directly to the customers phone without having to rely on them looking at Facebook or their email.
We offer a variety of tax and business services to small businesses, entrepreneurs, real estate professionals and medical professionals. These include tax planning and preparation, marketing and other services.
This tool works well in conjunction with an app. We will work with you to tailor the messaging to compliment the app. There's no need to replace the app because they can co-exist. The advantage to our service is that there is no need to install an app which reduces the friction for the customer. There is no ongoing maintenance from your point of view with our tool, that is handled on our end and you will receive any new features at no cost to you. Your only cost moving forward is the subscription cost.
Email and Facebook pages are two effective methods for communicating with your favorite customers. Let's face the fact, both platforms are noisy and you have to put a lot of extra effort into get their attention. The average open rate for emails according to Mailchimp is 21.3%. Facebook posts require that they visit the app to see your post and Facebook Messenger showed a lot of promise early on. The average open rate through Messenger was around 80%, but recent changes have restricted your ability to market through Messenger without having to pay for ads. Text messaging is virtually 100% from an open rate standpoint. This means you have a much better chance of reaching your customer at the right time.
It is advisable to schedule an appointment, especially with tax prep or consulting services. This will ensure that we do not waste your time if someone else is currently being helped.
Yes, it is located at the following site https://premierservices.appointlet.com/
If you are skeptical about how serious this issue is and the potential for legal action here are a few of the many YouTube videos below. There is no shortage of content on the internet related to the issue.
It is the process of making a website or other digital technology usable by an individual with a disability. This could be a physical, mental, visual or auditory disability. It allows this individual to use the digital item in a manner that fits their needs. This can include things like a screen reader for the visually impaired, keyboard shortcuts for someone who is unable to use a mouse or a variety of other items.
Well, the primary benefit is it can save you thousands of dollars in legal expenses, but there are also other other benefits.
The market of disabled people using the web has been estimated at 350 billion dollars and it is growing. Ignoring this will most likely exclude you from these internet users. Even if they do use your site it's likely they will get frustrated and move on to a competitor.
The techniques used to make your site more accessible also help the search engine bots, so it will help your ranking. If you don't appear in the search results you won't get new visitors to your site.
It really depends on several things. If you are still planning the site, there will be a little extra effort, but this is the best case scenario. If your site is already live the type of technology used to code the site and the number of pages will affect the amount of time and effort.
This isn't something that you have to do yourself. There are a number of businesses that can provide services to assist in getting you compliant. The first step is to assess how far you need to go to reach the goal.
There are three levels in the standard. Each level has additional requirements and you can choose the level that will meet your needs. Any attempt to improve the accessibility will reduce your risk. Request our free report to get additional details.