Isn’t it worth a quarter a day to have the facts?
It’s not that taxes are so complicated for most of us. If we don’t operate a business or have rental properties tax filing is fairly easy. Just transfer the information from a couple of W2s and maybe some additional information for mortgage interest.
The problem is that things change. Our kids get older and we aren’t sure when we must stop taking them as dependents. Or we have the need for a large sum of money and we decide our 401k may be the place to get it. Now, how much will the tax bill be for that withdrawal? You get an inheritance from Aunt Beulah and you wonder if you’ll have to pay taxes on it.
All of these questions deserve a good answer. And if you don’t address these issues until you are ready to prepare and file your tax return, chances are you will pay more than you needed to. And unless you address them during the year in question, you have very little chance to correct an error.
For about 25 cents a day, you can have access to information and even answers to direct questions about taxes from tax professionals that get to know you and your situation. Now you have someone who can give you straight answers and can even advise you when your situation becomes complicated enough that you should seek the help of a professional.
No longer do you have to rely on what a co-worker tells you, or what you read in a newspaper or hear on television. Remember, not everything you see on the Internet is true. And certainly, not everything you see or hear is correct for your situation.
Now Taxwright offers a monthly information service along with access to professionals who can answer your specific questions. And, by continuing this service, those answers become more and more tailored to you and your family’s needs.
For as little as $6.25 per month (paid annually) you get the following:
1. Almost weekly e-newsletter with timely tips and suggestions for your personal finance and taxes.
2. Monthly mailed newsletter with expanded articles on tax and other topics
3. Two business day response to any emailed question. Often, one of our tax professionals will phone you to discuss your problem further. There is no extra charge for this phone response.
4. Access to additional services at a 20% discount.
This is the same continuing service received by my tax clients. You can take advantage of the advice and suggestions I share with my clients even if you prefer to do your own tax preparation through another channel.
I gather information from the IRS and various state revenue departments. In addition I consult with other tax vendors, with CPAs and other financial advisors to put forth a wide spectrum of knowledge that can benefit you as you go through the year.
This service focuses on personal income tax for middle America. It is not intended to give the latest method of stashing income in overseas accounts to avoid taxes. If you need that kind of advice, I’m not your guy. But if you want to keep up of the best and least troublesome ways to minimize your tax bill, I am your guy.
Don’t overlook the value here. I’m providing you with access to someone who can answer your questions about personal income taxes. Don’t mistake this as help for using TurboTax or some other software program. It is your place to get information when you wonder about accessing your 401k, or how to stretch a tax bill over a period of time. It’s designed for you to ask first before you take a step that may have tax consequences you did not foresee. Here’s an example of what I mean:
I have a client who contacted me with a question. He said he had done his taxes using a software product and it looked to him like he would owe $17,000 additional. I took a look and found that he was right. He had decided to withdraw a large sum from his retirement for a good purpose, but he acted without all the facts in hand. At the time I did not rub salt in his wounds with advice he could no longer take advantage of, I could only help put a good face on a bad situation.
But, if you did take advantage of this service, you would have the knowledge in your hands that could either eliminate, or minimize the tax consequences of a similar situation. At the very least, you would know what the tax bill would be before you took the money, not after it was too late.
You may purchase this service for a recurring monthly fee of $7.50. Or you can pay an annual subscription, with automatic renewal, for $75.00. That’s as little as a quarter a day for both general information about taxes and finance, plus the ability to ask questions via email that are customized to your personal situation. And this is not just for tax time–it’s all year long.
Use the button below and choose either a monthly or an annual subscription. Either way, you get a two month trial period. Regardless of how you start your subscription, you have 60 days to cancel and receive a full refund of everything you have paid, and a cancellation of any automatic renewal. After the trial period, you may still cancel, but any refund will be prorated based on the amount of time remaining in your annual subscription, or your monthly renewal will simply stop.