Tax Return Review – “Covering Your Bases”

Bob and Sue earn most of their income through wages, but they also have a small photography business. In this review, Steven offers advice on reducing taxable income and planning for their tax liability throughout the year by using a combination of tax credits, retirement savings, and common expenses for small businesses.

 

 

Recommended Articles

Why Not to Do a Roth Conversion in 2022

While a powerful tool, Roth conversions are not a universal solution to reducing taxes.

Read More

5 Ways Every Advisor Can Provide Client Tax Planning Value!

Many financial advisors hesitate to provide any client tax planning advice—mainly due to compliance oversight. However, there are still several ways you can provide massive value without having to provide […]

Read More

“I have a tax preparer, so I have a tax planner.”

No one goes to an urgent care center complaining that the Family Doctor can’t also do open-heart surgery. We all understand that “doctor” is a general term.   Depending on […]

Read More

The information on this site is for education only and should not be considered tax advice. Retirement Tax Services is not affiliated with Shilanski & Associates, Jarvis Financial Services or any other financial services firms.

Contact Us