Finch CPA Firm doesn’t like to dwell on the past. We work on the present and the future. Tax projections are key to helping business owners maximize available tax deductions and plan for April 15th instead of being blind sided at the last minute.
Tax planning is one of our main focus points at Finch CPA Firm because it is easier to adjust your spending now than it is to change the past. Our clients receive 2 to 3 tax projections per year. Each time receiving updates on tax laws that apply to their business and important information as to whether they should, and where they should, spend money or refrain from spending. Should you purchase new assets or payoff an existing loan? Do you know that one can help your tax situation and one can hurt? Knowing the difference before you make the decision could be the difference between owing IRS $15,000 or them owing you $5,000. Most people would rather be on the receiving end but do not have a professional they can ask.
Practice Makes Perfect – AND Saves You Tax Dollars!
Sandra Finch recently announced that she is now one of just 800 U S tax professionals who has completed the American Institute for Certified Tax Coaches’ training program leading to the Certified Tax CoachTM designation.
“Taxpayers who really want to beat the IRS can’t wait for their accountant to work magic with a stack of receipts on April 15,” says Sandra Finch. “They need a plan for taking advantage of every deduction, credit, loophole, and strategy allowed.”
Traditional tax professionals only work to “put numbers in squares.” They try to put the right numbers in the right boxes on the right forms. Our process is different. We don’t just help our clients record history. We help them write it, with advanced tax-planning concepts and strategies.
The Certified Tax CoachTM program focuses on court-tested, IRS-approved strategies for minimizing Alternative Minimum Tax, maximizing deductions from real estate and passive activities, maximizing retirement savings, and similarly powerful strategies. As taxes rise to cover increased government spending, this sort of proactive planning will become even more important in the future.
To earn the designation, Sandra Finch completed a three-day intensive training program. She has also agreed to abide by the AICTC Code of Ethics and complete 24 hours of tax-planning continuing education each year.
More information is available online at https://www.finchcpafirm.com/tax-planning-services.htm.