We at Plodzik & Sanderson, P.A. serve two types of individual tax clients, clients with businesses and clients without. For business owner clients our experience is that preparation of their individual tax return and their business return provides the best overall experience for our clients. For clients without businesses, we serve the entire range from simple to very complex returns.
Often people don’t realize the impact that an experienced CPA can have on their business or personal finances, engaging a CPA firm is a significant step to taking control of your finances. Not all CPA’s are the same, working with the right accounting professional can set you up for success, because you will be able to make financial decisions based on detailed, specific, timely, and relevant information about your company and personal finances.
Saving on your taxes starts with planning, and the sooner you begin, the better. By aligning your tax strategies with your financial strategies, the money you save from taxation can help fund your future. Legally minimizing your taxes and maximizing your saving opportunities involves planning for both the short- and long-term.
Like your financial strategy, your tax strategy operates in two time frames—now and later. “Now” covers the 12 months of the current tax year. In the short term, a misstep of a month in selling an appreciated stock and paying the higher short-term capital gains tax versus the lower long-term rate could result in a significantly higher tax bill. “Later” covers long-range moves such as starting a tax-deferred savings plan (for instance, a 401(k) plan for your retirement). The accountants at Plodzik & Sanderson, P.A. have the experience and qualifications necessary to take care of your accounting needs, contact us today.
Call Plodzik & Sanderson, P.A. today to learn about our Audit Protection Plan