Taxes don't have to keep you up at night.
TriStar Financial Services offers solid tax planning with your financial future in mind.
Follow us:
✓ Keep money in your pocket
✓ Take advantage of current tax laws
✓ Preserve and protect your nest egg
Keep more of your hard-earned money...legally.
The tax man showing up on your doorstep might be everyone's worst nightmare. Just thinking about an audit causes most folks to toss and turn.
But proper tax planning is more than just filing your tax forms right. It includes optimizing your deductions and credits so you don't pay more than you need to and planning appropriately so taxes don't eat away at your investments and retirement funds.
Tax Law is complicated, and the details matter.
We know taxes can be confusing and stressful, but they don't have to be. Our team of professionals is here to make tax planning easy and painless. Our comprehensive financial planning services will help you take control of your finances and make the most of your hard-earned money.
From finding deductions and credits to navigating the ever-changing tax laws, we've got you covered.
We prepare individual, LLC, c-corporate, s- corporate, partnerships, estate and trusts-even your children's returns. Don't let taxes stress you out anymore. Let us help you master your taxes and keep more money in your pocket.
Keep money in your pocket by minimizing your tax liability.
Tax planning is a critical part of financial planning. The less money you pay in taxes, the more you have to meet your financial goals. We'll help you find deductions and credits that can save you money and ensure you don't pay more taxes than you have to.
Take advantage of the latest tax laws and regulations.
Tax laws are constantly changing, making it hard to keep up. The good news is you don't have to. The Mr. Money team stays up to date on the thousands of pages of tax code for you to make sure you can take advantage of the latest tax credits and regulations.
Preserve your nest egg by planning for taxes in retirement.
Taxes can destroy the nest egg you've put away for retirement. A comprehensive tax strategy can make sure that doesn't happen to you. Our team of Certified Financial Planners, tax accountants, and tax advisors are here to help you maximize your finances and make the most of your money.
Avoid audits and filing errors with a tax professional.
Filing errors on your taxes can lead to penalties and fines and cost you in the long run. From tax filing to tax optimization, our team of tax professionals can provide the comprehensive tax planning services you need to maximize your return. We'll handle any communication needed with the state and IRS on your behalf.
You have questions. We have answers.
Here are some of the most frequently asked questions about tax planning.
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When you're married, you can file your income tax return jointly or separately. The IRS strongly encourages most people to file a joint return because it extends several tax breaks to married couples who file jointly.
In most cases, it's best for married couples to file jointly—but there are some circumstances in which it might be better for them to submit separate tax returns. Having a tax professional in your corner can help you make the decision about what is right for you.
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This deduction has qualifications and limits, so getting help from a licensed tax professional is an important first step to adding this deduction to your business tax return.
There are two ways to calculate a home office deduction. The simplified version is based on square footage and the actual expenses option that requires you to itemize your deductions. Here's a great article that breaks down the process.
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Tax planners help you develop a tax-efficient plan that will help you reduce your tax liability and identify the best investments that will help reduce your taxable income. Financial planners develop strategies to help achieve your life goals through effective management of finances. They are both essential to a well-thought-out wealth management plan. With the Mr. Money team, you get both at your fingertips!
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Both are key to a well-rounded financial team, but some differences exist. For example, accountants are licensed to provide tax advice and help prepare your annual tax or estate tax return. Financial planners are empowered to help give investment advice and develop wealth management plans. At TriStar Financial, you get the benefit of both a Certified Financial Planner and experienced tax accountants on your team.
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Since taxes affect many aspects of your life and are always changing, we think it makes sense to consult a tax professional who can help you prepare your taxes and offer advice on smart tax planning.
That said, there are a few situations where we think a tax professional is essential. If you have multiple streams or a complicated income structure, are experiencing a big life change like marriage, divorce, or childbirth, have received an inheritance, run your own business, or find yourself super confused by finances, we recommend seeking a tax planner that can help you create a strategy to protect your assets.
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