Warren Buffett, the third-richest man in the world, who is worth an estimated $52 billion, claimed he pays a lower tax rate than his secretary. Mr. Buffett said that he was taxed at 17.7% on the $46 million he made in 2006, while his secretary, who earned $60,000, was taxed at 30%. You must wonder how it is possible that a billionaire has a lower tax rate than an average American does. Yes, it is very possible! With a well-trained CPA’s help and a sophisticated tax planning strategy, you may have Warren Buffett’s tax rate, or even better. This is exactly what we do—help you take care of your hard-earned money and reach your long-term financial and life goals.

When we prepare your tax return, rather than just input data into the computer, we provide tax planning strategies and advisory. We start by going over your last year’s return in detail. We analyze and identify key issues to consider, explain and discuss with you. Issues that are important to you like:

  • Where is the tax coming from?
  • What’s this number?
  • Should I claim my college kids or let them claim themselves?
  • Should I collect my social security early or wait until I reach full-retirement age?
  • Do I know that part of my social security benefit is taxable if my income exceeds the threshold?
  • Do I know how much tax I owe if I plan to sell my rental property next year?

In addition, we assign your taxes to only professionals CPAs that went through rigorous tax training. Our goal is not only prepare your tax return accurately, but most importantly to help you make the right tax decisions for your particular situation. You won’t get these valuable advices from other chain services or using tax software. The bottom line is to help you customize a solution that fits your specific needs.

After the current tax season, we follow up with you to set up a one-hour FREE tax planning consultation to discuss following year’s tax planning strategies. We’ll also send out newsletters to keep you update for any new tax law changes. With a proactive and continuous tax planning strategy in our mind, we are very confident that we can save significant tax dollars or avoid undesirable tax results for you, which means more money in your pocket.

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