We can review your investment ideas with you and your investment advisor and make recommendations to maximize your after-tax return. Return to this site every month for helpful suggestions on how to reach your financial goals. If you would like more information on anything in "Tax Tips, " or if you'd like to be on our mailing list to receive other tax information from time to time, please contact our office. As a Former I.R.S. Agent Bob Dudley has extensive experience auditing all kinds of taxpayers and businesses for the government.
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If you ever have a serious tax problem, you'll take comfort in knowing you have a seasoned tax professional on your side. I worked as an I.R.S. Agent during the first four years of my career. The experience of auditing all kinds of taxpayers and businesses provided insight into how to legally take income tax deductions so the I.R.S. computers won't select your return for audit.
Tax problems just never go away. The government has a maze of forms, regulations and rules for you to run through. Sometimes if you just overlook one simple item they'll reject you. Helping you navigate this perilous water is what we do best. Our clients have received accurate and timely results for the past 40 years.
Many people have problems with the taxing agencies just because they haven't filed their tax returns. Clients are often amazed at how small their tax problem really is after filing these old returns (a few have even gotten refunds back). We've filed literally hundreds of delinquent returns for people.
We can review your investment ideas with you and your investment advisor and make recommendations to maximize your after-tax return. Don't ignore the impact of taxes on your investments. While taxes should not drive your investment strategy, understanding how taxes affect your earnings will help you minimize taxes and maximize your return.
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