secure plus financial
January 15th tax overpayment?
That January 15th estimated tax payment you made, how big was it?
Whatever it was, my guess is that it was too high.
One of the biggest problems in our country is that small business owners believe their accountant is saving them money on taxes.
Most of the time, they aren’t.
They are just preparing the return for compliance. We help with compliance, but we look at everything:
- Sole Proprietorships (Schedule C)
- Override Deductions
- Net Investment Income Tax
- Marginal & Effective Tax Rate
- Custom Strategies
Across dozens of proactive tax planning strategies for every entity, multiple entity combinations, and multiple years.
Would you like a free tax assessment?
Do you often make Tax Preparation mistakes?
We’d love to help you maximize your tax return this year and get some extra cash from Uncle Sam.