Tax Services
We don’t do taxes for people!
We do taxes with people!!
For more than 40 years, Erich Werner Investments Inc. has believed that tax preparation and planning is a joint effort between preparer and client. That partnership is crucial since both company and client are liable for the results presented to the Internal Revenue Service.
Learn How We Actually Get This To Work
The procedure is user friendly. Present to us last year’s tax return. Complete an organizer, using last year’s deductions, credits, and income as a starting point. Submit either by email or in person. A first draft will be prepared, and you will be called for an interview. At that time, any questions we have about current tax year activities will be addressed.
Suggestions will also be made and implemented that will give you the best results on your tax return. If all the data and information are complete, we will file your return in the most beneficial manner.
Now comes the extra step. We plan your next year’s results now. With your assistance on each step, we will project tax liability, and tax reduction acts upon which you may act to create less liability and more wealth.
Things we take into consideration are:
A better use of employee benefit programs. There are handfuls of opportunity to reduce current tax liability, including voluntary pension contributions and paying for some medical benefits with pre-tax dollars.
There are also investment vehicles that provide you with tax credits, deferred tax annuities or tax-sheltered income.
Finally, there are things that new and improved tax laws allow. The sales tax deduction is such a new chance to reduce liabilities for Floridians. Some of the uninsured losses from hurricanes may also help to reduce taxable income. Planning sales and exchanges of stock and other investment holdings may lower the impact of any capital gains. Paying real estate taxes early might help in a year where income is higher.
