Tax Planner

Whether you are an individual or a business, having a tax planner is one of the most important investments you can make. The job of a tax planner is to understand what opportunities exist for you to reduce your taxes and to ensure you always meet IRS requirements. I, Angela K Petersen, provide a comprehensive tax planning service, one that is designed to meet each one of your goals. There are a few things you can do to ensure you are always reporting your taxes properly.

Utilize Online Tax Preparation

Communication throughout the year is a vital component to being able to get your taxes reported on time and accurately. That is why I encourage you to use our online tax preparation service to guide you. This allows you to provide key documents and statements that I can then use to create your taxes and to start planning them early on. Whether you are making investments or creating opportunities for tax credits or deductions, you can count on having access to outstanding service when you use this online tax preparation tool. It also keeps your taxes up to date and ready to go – you never have to spend too much time in a tax office when you are using this tool.

Let Us Provide You with Guidance

Another way to get the most out of a tax planner is to simply gather information and use insights from your financial consultant. The more information you provide to me as I am working on your taxes and providing you with a tax strategy, the more accurate it will work for you. As a financial consultant, my goal is to help you to minimize your tax obligations properly and legally. To do that, you need to provide any information that could help with this.

Be open and honest with your financial consultant. Let us tackle the concerns and create a strategy for reducing your tax obligations year-over-year. With so many tools and resources available to you, you can count on having the resources you need to reduce your tax obligations.

When you hire a tax planner, you want them to develop a strategy for you to reduce your taxes and to ensure you are not paying a large sum of money unexpectedly when tax preparation occurs. That is where working with a trusted professional matters. I, Angela K Petersen, am available to provide you with all of the services you need in a friendly, positive manner. Reach out to me today by calling my office to learn more about the ways we can help you to minimize your financial obligations and improve your tax strategy.