Phone: 972-840-1120
Fax: 972-840-1099
Tollfree: 866-487-1120
Email: jim@jcgfinancial.com
Address: 3960 Broadway,
Suite 245
Garland, TX 75043
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TAX PLANNING
It is my job to see that you pay no more tax than the law requires.
We monitor the changes in the tax law that could affect you and recommend tax saving stratgies. We will prepare all your tax returns and serve as your advocate in all tax matters.
If you are contacted by any government agency concerning your tax matters, your first call should be to us. We will take care of it so that you can get on with your business.
There is a certain mystique that has grown up around tax planning and tax-cutting techniques. We are here to put tax planning in plain English for you.
There are actually several basic tax-cutting strategies, and most plans involve one or a combination of them. In a nutshell, the strategies are:
SPLITTING INCOME several family members or legal entities in order to get more of the income taxed in lower brackets.
SHIFTING INCOME from one year to another to place them where it will be taxed at a lower rate.
SHIFTING DEDUCTIONS from one year to another to place them where the tax benefit will be greater.
DEFERRING TAX LIABILITY through certain investment choices and through pension plan contributions
STRUCTURING YOUR AFFAIRS to obtain a tax deduction for some expenses paid for things you enjoy - a vacation home, for example.
INVESTING YOUR MONEY to product income that is exempt from either federal or state income tax, or both.
Call us tor a no-charge 30 minute initial conference. We will discuss your financial and tax situation and determine how we can help you.
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