The Best of Corona del Mar
Our 2019 Top Five Picks — Best of Corona Del Mar
Best Salad – Bandera
Best Sportsbar – The Place
Best Coffee Shop & Breakfast Spot
Best Burger (and all around great food!)
Casual Dining with Aloha Flair!)
Sponsored by, the less than objective, CDM Tax Pro
Although, Our Tax Coaching Service Isn’t Right for Everyone…. it just might be Right for you…
“If you pay too much in taxes – you might need a tax plan”
As much as you might think this profound quote would have been attributed to the comedian Steven Wright — you’d be wrong. It belongs to your future tax coach, because if your paying more than $18,000 per year in federal and state income taxes you are more likely than not going to benefit by hiring us to not only prepare your tax return — but to also help create a strategic personal tax plan for you and your family.
Not everyone will benefit from a tax plan. The people who benefit the most generally are:
Generally, wage-earners (W2) individuals will not benefit as much. However,you may benefit simply by having an established relationship with a tax and business advisor who you will want to call when you decide to retire and start your own business or when you lose your job and you want to make some decisions regarding next steps.
Brief Summary of How Tax Planning Works
We start by reviewing your prior three years of tax returns. We look for the mistakes and missed opportunities that may be causing your to pay throusands of dollars in extra taxes each year that you don’t need to be paying. We spend anywhere from 1 to 3 hours reviewing your personal tax situation and evaluating your previously filed returns. Then we evaluate whether or not you would benefit from our Tax Coaching Services or if you’d be better served by having us simply preparer your current year tax returns. Either way, you’ll have an opportunity to learn more about the value we can provide you and your business.
Then we evaluate whether or not you would benefit from our Tax Coaching Services or if you’d be better served by having us simply preparer your current year tax returns. Either way, you’ll have an opportunity to learn more about the value we can provide you and your business.
Initial fees for tax planning and tax coaching services are paid when you engage us to perform those services for you by signing an engagement letter. From that point forward, you will be placed on our contact list to receive tax news at it happens so you can take advantage of changes as they happen, and you can feel free to email me with questions as they arise. IF we cannot provide a positive return on investment — your tax plan is Free!
If you think this common sense approach sounds like a smarter way to manage your money and your taxes, please give us a call to arrange a free initial meeting so we can answer all of your questions about our philosophy, methodology, services and fees.
Are you confident you’re taking advantage of every tax break you deserve? The world is full of tax preparers who can put the “right” numbers in the right boxes on the right forms by the right deadlines. But what are they doing to make sure you get all the breaks you deserve? When was the last time your tax preparer came to you and said “Here’s an idea I think will save you money?
At Corona del Mar Tax Pro we believe proactive tax planning is the key to keeping more of what you make. Proactive tax planning means scouring your income and expenses for every available deduction, credit, loophole, and opportunity. And we do it without “aggressive” strategies, “gray areas” or “red flags.” We help you design a dynamic tax plan using pre-emptive tax-saving strategies.
Tax Planning alone won’t help you save a nickel – you actually need to implement your plan. Our Proactive Tax Coaching Service is designed to help you implement your personal tax plan so you actually realize the planned-for savings. You get business and personal tax consulting throughout the tax year, not just for the period known as the “tax season”.
If you think this common sense approach sounds like a smarter way to manage your money and your taxes, please give us a call to arrange a free initial meeting so we can answer all of your questions about our philosophy, methodology, services and fees, or download and read our ADV Part II and Schedule F located elsewhere on this site.