I recently went to the Dentist for my annual check up and like I do often, saw a connection to our personal finances.
Thanks to my amazing parents (and the braces they got for me decades ago) my teeth are pretty straight. However, I did get chastised a bit for not wearing my Night Guard to prevent grinding my teeth while I sleep.
Meeting up with a professional, like a Dentist, on an annual basis not only helps prevent immediate issues, but also prevents issues that might develop years down the road.
Which is exactly what I am now offering my clients an annual check up on their taxes. So we can review their past year and everything they paid in taxes, discover opportunities to save on the next tax return, and develop tax strategies multiple years (or decades) away.
But even if you aren’t a client, I have a special offer: Until the end of May, I will be offering a complementary Tax Analysis for anyone who schedules a free consultation with me. There’s no cost, no obligation, no sales pressure of any kind. We can talk about what’s on your mind in your financial life, if I might be of service to you, and analyze what tax opportunities are available to you.
If you’re interested, go here to find a time: http://startmyretirement.us/
Once you schedule a call, I will send you a secure link to upload your tax return, and I’ll have my analysis ready for you on our call.
Have a great weekend,
Scott
PS: Here is a sample Tax Return Analysis so you can see what it looks like (https://forthrightfinances.com/wp-content/uploads/2021/03/John-Doe-2019-Tax-Report-FF.pdf) .