We've all been there: after preparing your taxes -- and double-checking the number of zeroes at the end -- you wonder, "Is there any way I can make this number smaller?"
The good news is that, for most people, the answer is "Yes!" With few simple changes to how you spend or save, you could potentially produce hundreds or even thousands of dollars of tax savings, for you and/or your business.
At Anna Pi, CPA, we've partnered with a groundbreaking tax planning company to offer you a wide range of tax-saving recommendations. See how much you can save!
With our remote services, you can save money and time without having to compromise expertise.
If you'd like us to prepare your tax return, our tax planning service comes bundled with the Gold package; otherwise, tax planning is done by request.
For returning clients, we use past years' tax information to prepare recommendations; new clients may receive a simple questionnaire instead.
You'll receive a tax planning proposal with our recommended strategies and information about how to implement them.