Free Tax Review

Although you'd like your accountant to give you tax tips, many do not. They simply prepare your tax return and let you go to accumulate another tax bill for the next year. If you seriously want to cut your income taxes, we offer free tax reviews every year, right after tax time. Here's the kinds of saving we uncover:

• Mutual funds which are generating too much short term gains (taxed at higher rates) rather than long term gains
• Higher than necessary IRA distributions
• Unnecessary payment of taxes on social security income
• Opportunities to increase current income
• Opportunities to sell securities and avoid capital gains
• Opportunities to remove money from IRAs or pension plans at substantially reduced taxes
• Improper investment of "B" trust assets where one spouse has died 

If you are tired of paying more tax than necessary and want to do something about it, you can stop the waste. Don't think that your accountant has given you the answers. Call to schedule a free meeting before the end of May and bring in your tax return. You could be paying a lot less tax in 1999!