GAIN CONFIDENCE IN YOUR TAX FILING NOW—DISCOVER STRATEGIES TO MAXIMIZE YOUR FUTURE
We’re on our way to getting your taxes completed.
Here’s what you can expect during our conversation:
Meeting Details:
Duration: 15-20 minutes
Location Options: Zoom, Google Meet, Microsoft Teams, or a phone call.
How to Schedule: Convenient online scheduling is preferred: Click Here to Schedule
Step 1: Document Review
We’ll carefully review your provided documents, including:
Income Records: W-2s, 1099s, etc.
Deductions: Mortgage statements, property taxes, donations, medical expenses.
Investments: 1099-DIV, 1099-INT, etc.
Business or Rental Income/Expenses: For self-employed or property owners.
If anything is missing, we’ll guide you on how to provide it.
Step 2: Clarifying Questions
We’ll discuss:
Life changes (e.g., marriage, home purchase, new business).
Potential new credits or deductions.
Any specific concerns or questions you have.
"Unsure - Let’s Discuss" Answers: We’ll address any items you marked as "Unsure - Let’s discuss" in your tax organizer, ensuring clarity and accuracy.
Step 3: Tax-Saving Opportunities
We’ll identify ways to save, including:
Deductions and credits you may qualify for.
Retirement contribution options.
Strategies to reduce taxable income for self-employed individuals.
Step 4: Next Steps
After the review, we’ll outline:
Additional documents needed (if any).
Timeline for tax return completion.
Options for ongoing tax planning services.
Why Choose PTBA?
Personalized Attention: We focus on your unique needs.
Expert Guidance in Planning: As a CERTIFIED FINANCIAL PLANNER® professional and IRS Enrolled Agent, our tax strategist has a unique understanding on how taxes impact your entire financial picture.
Clear Communication: You’ll always know what to expect.
Prepare for Your Review
To make the most of your session:
Note any questions you have.