Tax Planning and Tax Return Filing

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Tax Planning &
Tax Return Filing

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Planning

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Solving

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and Audits

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Return

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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.

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?
Click HERE to do a quick estimate.

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 NFP Securities, Inc., a Broker/Dealer, Member FINRA/SIPC and a Federally Registered Investment Advisor. Anita T. Conner & Associates, P.C. is a member of Partners Financial, a division of NFP Insurance Services, Inc., which is a subsidiary of National Financial Partners Corp., the parent company of NFP Securities, Inc.

*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 NFP.

What are you interested in?

Our Home Page | Tax Planning & Tax Return Filing | Investment Review
Financial Planning | Financial Planning Calculators
Estate and Gift Planning | Recordkeeping
Business Problem Solving | Financial Statements and Audits
More Than a Tax Return | Other Links of Interest