Today we’re going to talk about strategic tax planning. Here at Karla Dennis And Associates, Inc.™, one of the goals for my clients is that we’re being proactive and not reactive. January thru April is the tax filing season and that’s where you have reactive planning. At KDA we want to be very strategic and proactive and want to start your planning from January thru December of the current year. Individuals that plan reduce their tax bill by a minimum of $4800. In order to plan, I really need to get to know you. We want to understand you and what’s going on in your life; if you’re completing a short sale, going through a divorce or have children going to college. It’s very important to understand your unique goals, not just for today but for a few years down the road. If you’re starting a business and you’re writing down your income, but need to refinance your property? Knowing this upfront is so key to helping you reduce your tax bill and reaching your financial goals.
At Karla Dennis And Associates, Inc.™, it’s all about getting to know you first, reviewing your past taxes, assessing your current situation by knowing exactly where you are and then, and only then, can I implement the appropriate tax strategies to help you reduce your tax bill. We use strategies that are in the tax code that million-dollar individuals are using can be used by you, too; it doesn’t matter what your income level is, what matters is that you’re strategic tax planning. At KDA we start all of our new customers out this way because it’s imperative that we get to know you and get you on the right track to help you achieve your goals. We’d like to welcome you to the Karla Dennis And Associates, Inc.™ family and we look forward to helping you with your strategic tax planning.
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