Tax
Planning
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It is
our job to see that you pay no more tax than the law requires.
We monitor
the changes in the tax law that could 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.
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:
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Splitting
income among several family members or legal entities in order to
get more of the income taxed in lower brackets. |
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Shifting
income from one year to another in order to have it fall where it
will be taxed at the lower rate. |
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Shifting
deductions from one year to another to place them where the tax
benefit will be greater. |
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Deferring
tax liability through certain investment choices and through pension
plan contributions. |
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Structuring
your affairs to obtain a tax deduction for some expenses paid for
things you enjoy - a vacation home, for example |
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Investing
your money to produce income that is exempt from either federal
or state income tax, or both. |
Call us
for a no-charge initial conference. We will discuss your financial and
tax situation and determine how we can help you.
What are
your chances of being audited by the IRS?
Click HERE
to do a quick estimate.
Jordan's
Tax & Financial Services
P.O. Box 358
Bronx, NY 10475
(718) 882-6219 Cell: (917) 361-4856
Fax: (718) 519-6777
E-mail: Jordanservices@cs.com
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