The world is full of tax preparers, has yours discussed “Tax Alpha” with you?

The world is full of tax preparers who will complete all the right forms using the information from your W-2’s, 1099’s, etc.  What you may not know is that, according to the General Accounting Office, approximately 8 out of 10 returns are filed with errors.  Why is that the case?  This is because the preparer that you hire generally does not really know your situation.  What has your tax preparer done to make sure you get all the tax breaks you deserve?  When was the last time they came to you and said “based on your plans in this area and your situation, here’s an idea I think will help you save money on your taxes”?

At Schwartz Financial, we believe proactive tax planning is the key to keeping more of what you make.  For over 30 years we have been a firm that specializes in helping clients to identify and explore opportunities to cut their tax bill.  Proactive tax planning encompasses: looking at your personal and family information along with your income and expenses using “Tax Alpha” to take advantage of every available deduction, credit and tax planning opportunity. We will help you do just that!

Paying taxes once is your obligation, paying taxes twice is your fault!  Call us, Schwartz Financial, at 215-886-2122 to set up a time to meet.