"Waste neither time nor money, but make the best use of both."
Tax & Financial Planning
There are literally hundreds of situations that might warrant a tax and financial planning consultation with your tax pro. Just got married? A recent addition to your family? A child going off to college? Bought a new home? Lost your home? Considering retirement in a few years? Going through bankruptcy? Wondering about the benefits of an IRA, or a ROTH IRA? Thinking about becoming self-employed? Wondering whether to form a partnership, corporation or LLC and the tax implications of each? Received a raise at work?
If your situation has changed, or will change in the future it is almost always beneficial to spend some time going over your situation. The clients who are the most shocked when the bottom line comes for their tax return were the ones who had a major change during the year and did not consider how it would change their tax liability. Most of the time, a discussion with your tax professional will not only ensure you have a plan for the next tax year, but it will provide you with a direction and understand of where you are in life. Our passion at Kalos is to help you understand that making wise choices today, can help you tremendously in the future. Call and schedule an appointment with your tax professional today, or email us at email@example.com to have us direct you to the professional that can best assist you.