Notes
Slide Show
Outline
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Your Income Taxes
  • Brought to you by:
  • SERRITSLEV NORWINE & CO CPAs, LLP
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Overview
  • Life is short; you have better uses of your time than preparing your own income tax return.
  • If you do self-prepare, you are likely to make errors that can result in penalties or an audit.  You may also be missing out on rules and strategies that can reduce your tax liability.
  • We can help you with tax planning to avoid a large balance due or underpayment penalty.
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The Process
  • Review your prior year tax situation
  • Meet to discuss current year taxes and gather related information
  • Prepare your income tax returns and current year estimated tax payment schedule
  • Forecast your future tax situation
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Levels of Benefit
  • Potential economic benefits of maximizing tax rules and strategies
  • An informed plan for your future tax situation
  • Organized records you will have for the future
  • Confidence that you are filing properly prepared tax returns
  • More time for you to enjoy your life
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Cost/Benefit Analysis
  • The amount of time you will need to self-prepare your tax returns is sometimes enormous
  • Self-preparation is rarely free, you may miss out on tax rules and strategies that will save you money.   Very often these benefits far exceed the cost of tax return preparation!
  • The benefit of a CPA as your tax and financial advisor can greatly enhance your life now and in the future
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Our Strengths
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Thank you for taking the time to learn about our tax services, please call us at (805) 688-8719 to schedule your initial consultation, and remember to:
  • Keep your records organized throughout the year
  • Stick with your plan and budget
  • Use your time wisely, enjoy it! (let us take care of your tax return preparation)