Tax Planning and Tax Return Filing

It is our job to help you pay no more tax than the law requires.

We monitor the changes in the tax law that affect you and recommend tax saving strategies. We will file all your tax returns and serve as your advocate in all tax matters.

If you are contacted by any government agency concerning your tax matters, your first call should be to us. We will take care of it so that you can get on with your business.

Tax Planning
There is a certain mystique that has grown up around tax planning and tax-cutting techniques. We are here to put tax planning in plain English for you.

There are actually several basic tax-cutting strategies, and most plans involve one or a combination of them. In a nutshell, the strategies are:

	Splitting income among several family members or legal entities in order to get more of the income taxed in lower brackets.
	Shifting income from one year to another in order to have it fall where it will be taxed at the lower rate.
	Shifting deductions from one year to another to place them where the tax benefit will be greater.
	Deferring tax liability through certain investment choices and through pension plan contributions.
	Structuring your affairs to obtain a tax deduction for some expenses paid for things you enjoy - a vacation home, for example.
	Investing your money to produce income that is exempt from either federal or state income tax or both.

Professional Help
Today's tax laws are so complicated that unless your financial affairs are extremely simple, chances are you will benefit from at least occasional help from a tax professional. It is too easy to overlook deductions and credits to which you are entitled if you prepare only one return a year. Even the use of computer software is no substitute for the assistance of a seasoned tax preparer.

We prepare hundreds of tax returns every year. We know what to look for when your return is prepared. More importantly, you have someone to ask questions of during the rest of the year. And we will put you on our mailing list to receive timely tax and financial advice.

For your convenience we have provided a FREE tax organizer and deductions checklist. Print it out, fill in the sections that apply to you and bring it in, fax or email it to us for preparation of your tax returns.

Call us!

Why don't you call us for a no-charge initial conference? We will discuss your financial and tax situation and determine how we can help you. If your financial affairs are simple, it may be a short meeting. If you have extensive holdings, your needs are more complicated and should be treated accordingly.

What are your chances of being audited by the IRS?
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To ensure compliance with requirements imposed by the IRS under circular 230, we inform you that any U.S. Federal tax advice contained in this communication, unless otherwise specifically stated was not intended or written, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing, or recommending to another party any matters addressed herein.

Securities and Investment Advisory Services offered through H. Beck, Inc., Member FINRA, SIPC

H. Beck, Inc. and Anita T. Conner & Associates, P.C. are not affiliated.

Not all individuals with Anita T. Conner & Associates are registered to offer Securities products.

The Anita T. Conner Story and the George E. Thorne Development Center are not affiliated with H. Beck, Inc.

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