Tax Return Review – Estimated Payments and Refunds
“Bob and Sue” pay most of their taxes through withholdings but made a large estimated payment that ultimately resulted in a substantial refund. Watch to see Steven walk through this real life example of identifying opportunities to talk with your clients about their goals and how they can be achieved.
The IRS is not shy. They want a cut of the action anytime money is involved. Taxation doesn’t discriminate either: They will take their piece whether it’s cash, real […]Read More
“I send tons of clients to my local CPA, but she never sends me a single client back!” As an advocate of advisors working closely with tax preparers, and as a tax preparer myself, I hear the complaint of unreciprocated referrals all the time from financial advisors.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.