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As a Certified Tax Advisor, I'll analyze your situation, identify tax-saving opportunities, and create a personalized plan to minimize tax liabilities, protect your assets and retirement. You can stay ahead of the game and optimize your future with my comprehensive tax planning solution.
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Our dedicated team offers professional accounting services tailored to your needs. From bookkeeping to financial statement preparation, we provide insights for informed decision-making. Streamline your processes and unlock your business's full potential with expertise..
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Leave tax worries behind and let my dedicated team handle everything. We ensure accurate and timely tax filing, while maximizing every deduction and credit you're entitled to. Trust us to navigate the complex tax landscape so you can focus on what matters most... your family and business.
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Don't face tax issues alone. Work with a team who specializes in resolving problems like audits, back taxes, penalties, and more. We negotiate with tax authorities, develop tailored strategies, &n minimize liabilities. Regain peace of mind and let us guide you through the resolution process.
Katrina L. Martin
Enrolled Agent | Certified Business Advisor
The Difference:
Katrina has over 20 years of Professional Tax & Accounting experience.
She also has over 20 years experience in Marketing and Advertising and has provided leadership to the following firms
Ford Motor Company
General Motors
Kimberly-Clark
PF Chang's
Mango Languages
Mercedes-Benz Financial Services
Her business acumen is second to none and her clients benefit in savings, knowledge and revenue.
Testimonials
A. Lee
Katrina is the only tax accountant I will ever use again. Her expertise and knowledge have been instrumental in helping ORB Solutions in helping us maximize our tax liability and plan our growth intelligently
M. Short
Katrina is amazing. Learning about personal and professional taxes can be so dizzying because there's a
lot of information and misinformation out there, but Katrina is best, most trustworthy I've encountered. She's clear; she doesn't exhaust me with jargon; she's professional, and she cares about doing good work. 10/10. So glad I've found her.
W. Sullivan
Katrina is very bright, well spoken and professional. She's a person you can feel comfortable putting your trust in. "Katrina is very bright, well spoken and professional. She's a person you can feel comfortable putting your trust in.
Blog
Maximize Your Tax Savings with Strategic August Tax Planning
“Today, it takes more brains and effort to make out the income-tax form than it does to make the income.".” - Alfred E. Neuman
Introduction:
By taking advantage of various tax-saving strategies, you can minimize your tax burden and keep more money in your pocket. Let’s explore some effective ways to maximize your tax savings through strategic August tax planning.
Utilize Tax-Advantaged Accounts:
One of the most effective ways to save on taxes is by utilizing tax-advantaged accounts such as IRAs and 401(k) plans. By contributing to these accounts, you can lower your taxable income and potentially enjoy tax-free growth.
Implement Tax-Loss Harvesting:
Consider implementing tax-loss harvesting to offset capital gains. By selling investments that have experienced a loss, you can use those losses to offset gains in other investments, reducing your tax liability.
Strategically Plan Charitable Contributions:
Strategically planning your charitable contributions can generate tax savings. By donating to qualified charities, you can deduct the value of your donations from your taxable income.
Maximize Contributions to Retirement Accounts and Consider HSAs:
Maximize your contributions to retirement accounts like IRAs and 401(k)s. These contributions not only help grow your retirement savings but also provide valuable tax advantages. Additionally, consider utilizing Health Savings Accounts (HSAs) for triple tax advantages - contributions are tax-deductible, earnings are tax-free, and qualified medical expenses are tax-free.
Efficiently Structure Your Business:
If you own a small business, efficiently structuring it can help you take advantage of various tax benefits. Book a consultation, to determine the most suitable business structure and explore tax-saving opportunities like deductions, credits, and incentives.
Stay Updated on Tax Law Changes and Consult a Tax Advisor:
Tax laws are subject to change, so staying updated on the latest tax regulations is crucial. Booking a consultation can provide you with valuable insights and guidance on maximizing your tax savings based on your specific situation.
Conclusion: By strategically planning your taxes in August, you can maximize your tax savings and keep more of your hard-earned money.
Utilizing tax-advantaged accounts, understanding deductions and credits, implementing tax-loss harvesting, planning charitable contributions, and staying updated on tax laws are all effective strategies to consider.
For personalized professional tax advice and to ensure you make the most of your tax savings opportunities, start your August tax planning today and reap the benefits come tax season.
To schedule a W.O.W Comprehensive Consultation with Katrina: https://bit.ly/wowcompconsultation To schedule a consultation with Katrina: https://bit.ly/advisoryconsult60
Your trusted Enrolled Agent for expert tax advice and financial solutions.