Fifty Good Reasons to Call Me

Last updated 8 months ago

Pretty Smiling Multiethnic Woman with Cell Phone Using Laptop

Seems as if you just filed your 2011returns? I know. However, staying on top of your taxes is a year-round job. To be able to help you I must keep myself up-to-date on changes in your financial life. Frankly, to do my job well I really need to BE you! Stand in your shoes. See things from your point of view. Some of your plans may have tax implications. Things that happen in your life can affect your taxes. I can't do your returns right now.
Nor can I make your decisions. Often, however, I can help you avoid costly mistakes and save some tax dollars. I just need to know what's going on. Call me right away if you:

Changed your address
Changed jobs
Got a big raise or bonus
Exercised a stock option
Retired
Got married or divorced
Had a child
Adopted a child
Sent your child to college
Had your child finish college
Opened an account for a child
Collected unemployment
Start receiving Social Security
Started collecting a pension
Cashed out an IRA
Won a prize
Won big at the track or casino
Won the lottery (We'll need to discuss this at a nice restaurant-your treat!)
Served as a paid executor
Received a director's fee
Won a lawsuit
Collected alimony
Paid alimony
Sold stock or securities
Began mutual fund investing
Opened a retirement home
Sold your home
Bought a home
Helped the kids buy a home
Refinanced your house
Remodeled your home
Think of starting a business!
Finally wrote a living trust
Added someone to the title on your home
Bought a rental
Remodeled a rental
Started renting out your home
Let a friend move into a rental at reduced rent
Sold a rental
Began using a car for business
Sold your business car
Became a telecommuter
Let spouse use the business car
Cashed in EE bonds
Inherited some money
Inherited an IRA or pension
Reached age 59 ½
Reached age 70 ½
Became disabled
Are confused

There are even more! But I think you’re getting the idea. It’s simple. My job is to keep up with tax laws. They can have an impact on you in every area I’ve listed, and quite a few more. Where tax laws are involved in what’s going on, I want to help you understand the rules and any new recordkeeping you face. Even better, if we work together, we might be able to help you save some of those tax dollars. Let me help. Call me at 888-690-9245.