I’m going to take a moment to address those of you who might NOT be using our services thus far. There’s a word or two for current clients here as well, but allow me to explain.
You see, sometimes, you just know you need to make a change, but the timing isn’t quite right.
Well … is now the time?
The reason I ask is that with personal tax return deadlines behind us now, and the continued uncertainty of lockdowns/no lockdowns, chaos, elections, MORE emergency relief from Uncle Sam … well, if you want you and your business to take full advantage of what’s now available to you as a business owner, you might want to give us a call.
Here’s what I mean (and pardon me in advance for being a little blunt) … you see, while some of our “competition” is out there taking their weeks and months off after this extended tax season, living off of the fat of it — we’re attending (virtual) conferences, developing our proficiencies in managing our business (and yours), saving our Salt Lake County business owner clients tons of money and hassle, and, well, writing you these strategy notes.
I just completed “CERTIFIED TAX COACH” training.
All of it is to serve you BETTER than “Joe Down The Street” who may slap together some paperwork and make it look official for the IRS or the SBA — and then sip margaritas by the pool all summer (through their face mask) when they should be working to stay on top of all the changes, and offer proactive solutions to their clients.
I warned you that I would be blunt — but it’s because you deserve better.
You see, we’ve helped many business owners “make the switch” over to us, year after year.
And while I know that you may have established a rhythm with your current provider (even if it’s not a “good” rhythm), and that you could dread the prospect of having to “teach” a new tax accountant about your business and goals…
You should know that we learn very fast. Plus, we specialize in real estate.
If you’re already using us, then I’d like to encourage you to email the link to this strategy note to a business friend who might be able to use our help. Copy me on the message, and we’ll make sure to properly thank you when we meet with your friend.
If you did NOT work with us this year, then now is a great time to let us look things over.
Again, I’d rather not badmouth other tax accountants, but suffice it to say we’ve had to do our share of “redoing” other accountants’ work. In some cases, we’ve recovered significant sums during an amendment process, by reviewing an old return (from the last three years), and taking advantage of ethical, legal tax credits and deductions that other accountants don’t utilize.
Call us now, ask for Lynn and we’ll book your tax planning session for sometime in August or September. Then we’ll work PROACTIVELY on your asset and accounting mix to ensure that your 2020 returns are as well-protected from Uncle Sam’s grasping hands as possible.
We’ll fix your 2019 issues too, if you have them (and you very well might).
That’s what we do.
BE THE ROAR not the echo®
Utah Real Estate Accountants
Feel free to forward this article to a business associate or client you know who could benefit from our assistance. While these particular articles usually relate to business strategy, as you know, we specialize in tax preparation and planning for families and business owners.