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Income Tax Planning

Tax Planning – A Difference Maker

Tax Planning – A Difference Maker. What an accurate statement. I have been writing for several years about the importance and financial benefit tax planning. A solid tax plan is frequently the most profitable investment a person can make. The returns can be enormous. Yet many people I meet on the street, at networking events and at social gatherings never consider engaging a progressive firm like ours, Joseph F. Fragnoli, CPA, PC in Nashville, TN, to perform tax planning services.

Many of you will engage a professional for financial planning, a must do service, or an attorney for estate planning. You may hire a physical trainer to get into shape and to maximize your health or a chiropractor to assist with aches and pains. All of these services are excellent professional services to utilize. Yet, many of you overlook tax planning and/ or are unaware of the benefits from a professionally developed and full scale tax plan. I am not referring to the basic tax projection and go spend some money to reduce your profit planning. I am writing about a formal plan with strategies and processes to help build your asset base, reduce our current income, shift income to a deferred or exempt status and to reduce your tax obligation to the minimum level allowed by law. The bottom line is that if you are not utilizing a service like this, YOU ARE PAYING TOO MUCH IN INCOME TAX!!

There are a number of strategies that few of our Firm’s peers are utilizing. Your tax professional, or their firm, may be doing an excellent job in tax compliance (tax return preparation) services and I am not recommending a change in that service. But, there is a likelihood that your current tax provider is so busy preparing returns that they do not have time or overlook the tax planning side of the business. That is where we come in. At Joseph F. Fragnoli, CPA, PC in Nashville we focus on formal tax planning services. Yes, we do tax compliance services as well; however, we feel that we can benefit our clients and client prospects best if we focus on tax planning services and being tax minimization strategists. It is a process that I personally take great joy is performing and I love minimizing a client’s tax obligation. Imagine a simple single strategy that you have overlooked for years that can save you one to three thousand dollars each year. Would you pay $500 for that service? Of course you would. Now imagine a series of strategies that can save you thousands and possibly tens of thousands of dollars a year. Would you pay 25% of the first year savings for that plan? I think you would. Quit giving all that money to the federal and state government and keep it in your pockets where you can do some real good. Come sit down and do a one on one with me and see what we can do for you. The initial meeting is free and you have nothing to lose.

If you are interested in this service, please feel free to call me directly at (615) 678-4751 – direct office line, or at (615) 513-5522 – cellular number.