Broker Check

Tax Season

January 19, 2017

In preparation for the upcoming tax season, we mailed out tax organizers to all of our tax preparation clients last week. As a reminder, the tax organizers are for our client’s convenience, not ours. Therefore, if the organizer is helpful in gathering and organizing your income tax data, feel free to complete it and bring it in or send it with your other tax information. On the other hand, if you prefer not to use the organizer, that is not a problem as we can prepare your income taxes without it.  However, we do ask that you complete the short questionnaire in the beginning of the organizer.

If you did not receive a tax organizer but are interested in having Planned Solutions prepare your income taxes, please give us a call. We will be happy to review your past returns at no charge and can give you an estimate of the cost to prepare your return. Our prices are competitive with other tax preparers, especially when the level of expertise possessed by Planned Solutions’ team is taken into account. In addition, we can often find opportunities to incorporate tax planning into our client’s overall financial picture to find tax saving opportunities.