The Challenges
Here are some common challenges I help clients solve:
Complex Financial Life:
Your financial situation has become complicated with investments, and you don’t want to handle taxes on top of everything else.
Frustration with Taxes:
You feel frustrated about owing taxes every year and wonder if there’s something more you could be doing.
Life Changes:
Major life events like marriage, divorce, or a new job leave you uncertain about how they impact your taxes.
Employee Stock Options:
You have stock options from your employer and need expert tax strategies to maximize their benefits.
Unresponsive Tax Professionals:
You’re dissatisfied with your current tax preparer who doesn’t provide proactive advice or respond promptly.
Lack of Time:
As a busy professional, you don’t have the time to manage your taxes efficiently or attend in-person appointments.
Disconnected Financial Advice:
You work with a financial advisor, but they don’t offer the tax planning that could enhance your financial strategy.
Uncertainty with DIY Software:
You aren’t sure if TurboTax or other DIY software is meeting your needs and don’t want to spend hours inputting information you’re unsure about.
the challenges…
Here are some common challenges I help clients solve:
Complex Financial Life:
Your financial situation has become complicated with investments, and you don’t want to handle taxes on top of everything else.
Frustration with Taxes:
You feel frustrated about owing taxes every year and wonder if there’s something more you could be doing.
Life Changes:
Major life events like marriage, divorce, or a new job leave you uncertain about how they impact your taxes.
Employee Stock Options:
You have stock options from your employer and need expert tax strategies to maximize their benefits.
Unresponsive Tax Professionals:
You’re dissatisfied with your current tax preparer who doesn’t provide proactive advice or respond promptly.
Lack of Time:
As a busy professional, you don’t have the time to manage your taxes efficiently or attend in-person appointments.
Disconnected Financial Advice:
You work with a financial advisor, but they don’t offer the tax planning that could enhance your financial strategy.
Uncertainty with DIY Software:
You aren’t sure if TurboTax or other DIY software is meeting your needs and don’t want to spend hours inputting information you’re unsure about.
the solutions…
Here is how I resolve client challenges:
- Nearly 20 years of professional experience simplifying tax compliance
- Proactive approach to tax-savings opportunities
- Expertise in employee stock options with accurate reporting and strategic guidance
- Limited client base ensures prompt responses and timely attention to deadlines
- Listens to and understands your concerns to eliminate fear and confusion
- Secure, user-friendly client portal and app streamline the tax process
- Collaboration with financial advisors to integrate tax planning into your overall financial strategy
The Strategies…
Examples of the clarity and guidance provided with my personalized tax planning solutions include:
- Review current tax withholding and advise on changes or estimated tax payments
- Project tax liability for changes in your situation and adjust withholding or payments as needed
- Analyze multiple tax scenarios to guide financial decisions
- Strategize employee stock option activity
- Manage tax brackets to minimize liabilities
- Optimize employer-provided benefits
- Assist with capital gain/loss harvesting
- Guide Roth IRA conversions and backdoor Roth strategies
Interested in Working Together?
Phone
(253) 642-6319
laura@lc-taxservices.com
