Tax Preparation and Financial Planning Services in Orlando
For most Americans, taxes are the single biggest expenditure year in and
year out. When faced with such a large recurring payment, you should be
sure that you aren’t paying more than you have to. Getting your
taxes prepared by a tax preparation professional can save you hundreds
to thousands of dollars on your taxes and keep the IRS out of your mailbox.
At Nelson Financial Planning, our tax preparation team has over 30 years
of experience serving individuals and families across the Orlando, FL
area. When you bring your taxes to us, we use our comprehensive tax code
knowledge to prepare your taxes quickly and correctly, all while saving
you as much money as possible. We specialize in tax preparation and investment
planning services for retired clients, and work to build a sound investment
plan to help you get the most out of your retirement. Read on to learn
more about our tax services, and call our office at (407) 629-6477 to
schedule an appointment with us today!
What Can Affect Your Taxes?
There are only two things guaranteed in this life – death and taxes.
At least with taxes, you can try to minimize their effect. Our tax system
in this country is desperately in need of a complete overhaul. The current
tax code covers over 72,000 pages and is a marvel in complexity and exceptions.
Depending on your income level, taxes can claim over one-third of your
money. This is a particular concern if you are planning for retirement.
As part of our retirement income plan, our financial advisors look ahead
at your potential tax bill in retirement and help you budget for this
expense. We pay particular attention to tax situations that allow for
free withdrawals of pre-tax retirement assets. In addition, we also focus
on the levels of income that trigger taxation of Social Security benefits.
These are just two of the scenarios that can occur in retirement that
have a dramatic impact on your retirement income.
Before You Retire: Our Three-Step Tax Preparation Process
As part of our tax return preparation process, your tax information goes
through three levels of review before it is filed in order to ensure the
utmost accuracy. Our financial planners also do this to take advantage
of any opportunities to reduce your taxes. When this process begins, our
tax liaison gathers all your tax information and ensures that all possible
tax-related items are collected. Next, our CPA reviews these items and
completes a draft tax return. Finally, a face to face review of your return
is completed by one of our planners in order to ensure you don’t
pay more than required.
Trust Your Taxes with Our Tax Preparation Professionals at Nelson Financial Planning
Since 1984, our tax preparation team at Nelson Financial Planning has worked
diligently to save families hundreds to thousands of dollars on their
taxes each year. For tax newcomers and retired clients alike, we provide
thorough, knowledgeable, and efficient tax preparation services to help
you save money. To discuss your taxes with us,
contact our office at (407) 629-6477 to schedule an appointment today!