Geek is the New Chic in Retirement Tax Planning…for individuals and small businesses
Tax Smart Retiree makes it easy, convenient and very affordable to get REAL tax planning done right.
We’re a bit obsessed with the math and science of retirement tax planning. And we’re tech nerds too.
Our obsession with taxes and tech leads to proven strategies we use in your tax plan. Whether you’re an individual or a business, smart tax planning for your retirement is not just claiming all of the deductions and credits you’re entitled to so you can get a bigger refund. It also involves strategies to legally lower your tax burden. Its purpose is to make sure all elements of your financial plan work together in the most tax-efficient manner possible. Many CPAs don’t offer this type of tax planning because they aren’t skilled in retirement plans, investments, education plans, flexible spending accounts, tax fraud and more.
At Tax Smart Retiree our team-based model pairs tech powered CFPs with tax specialists so together they can give people REAL tax planning for business, life and retirement. We’re here to help “retire” your tax burden.
In the movie, the Last Boy Scout, the character Joe Hallenbeck says, “Be prepared, son. That’s my motto. Be prepared.” Well, here at Tax Smart Retiree that’s our motto too. We prepare an annual tax plan for you that’s inclusive of all tax strategies you should be considering for the upcoming year (as well as review what could have been done better the previous year). Our goal is to make you as tax efficient as possible, possibly saving you thousands of dollars in tax mistakes.
OUR SMART ALECS REALLY ARE SMART
We have a big team of tax specialists and CFPs who are super smart. CFPs are key to adding the tax efficiency in your financial plan and uncovering how to make your financial plan work better on all fronts. We can also access anyone on the team on your behalf anytime so you never have to worry about getting in line and waiting for expert tax advice.
NEED HELP WITH AUDITS
Not to worry…we’ve got your back. Whether you need help dealing with the IRS or your state’s authorities, we’ll help you sort it all out.
GOT QUESTIONS? WE’VE GOT ANSWERS
With our ongoing tax planning service, there’s no limit on the number of questions you can access…anytime all year long.
TAX PLANNING THAT DOESN’T BREAK THE BANK
With our online model, we make effective and efficient tax planning affordable. We leverage technology and proven processes so that you pay less in taxes AND fees.
What If? Report
Let Us Show You HOW MUCH We Could Have SAVED You on Your Tax Return
WHAT IF we could save you MONEY with some BRIGHT IDEAS? Find out NOW!
It’s easy. We just need a copy of your most recent tax return. We’ll then address the question, “What If you did things differently on your return?” We’ll show you how you could have been more tax efficient and set you up to pay less taxes next year.