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You don’t have a choice about paying taxes, but you can avoid making the mistake of overpaying them. While it’s hard to imagine anyone intentionally paying too much in taxes, the IRS estimates that more than one billion dollars is overpaid in taxes each year. That’s no surprise when tax laws change every year—even in years when no major tax legislation is enacted.
Would you like to know if you can reduce your tax burden? Wouldn’t you rather see those funds in your bank account or put aside for your retirement or other financial goals?
We focus on personal income and tax planning and will identify tax-saving approaches that apply to your situation. We work with you and/or your CPA throughout the year, not just when it’s time to prepare your return.
You might be able to save on taxes by:
If you’re like most people, your taxes represent one of your largest annual expenses, yet often little or no planning is done to help reduce your tax bill. Careful tax preparation and planning can potentially free up money that you can use to help pursue your goals. We will help you aggressively pursue every deduction you are lawfully entitled to.
Osaic Wealth, Inc. does not offer tax advice.