Minimize taxes, Maximize deductions, and Build long-term financial strategies
Be sure to realize that tax planning is NOT tax preparation! Tax planning includes some combination of the following items, depending on your situation:
- W-2 employees looking to reduce withholding and/or explore pre-tax strategies
- Single-member LLC owners needing help with business deductions, quarterly tax estimates, and retirement plan contributions
- Crypto holders looking for ways to reduce gains as we head into a new bull market
- Retirees or people close to retirement who are concerned with Required Minimum Distributions (RMD), Roth conversions, Medicare Part B tax exposure
- You have earned more money this year and do not want to see your taxes explode higher
- Analyze any Health Savings Account (HSA) contributions & withdrawals
- See if your charitable giving can benefit you in extra ways on the tax return
- Do a full review of your employer retirement plan account along with any IRA & Roth IRA accounts
- You may have a financial advisor who does not do any tax planning, or maybe you have no financial advisor at all
- You do not want to have any tax surprises come next tax season
- Your individual tax return is like a fingerprint – it is completely unique to only you
- Review your tax situation and how the new tax bill will affect it
Why should you do Tax Planning with Spartan Tax Relief, LLC?
- Everything is online and very easy to use my secure tax portal
- I am now taking on a small number of non-tax prep clients for my Tax Planning service (you do not have to become a tax prep client to get tax planning)
- I prepare a tax plan based on real human answers, not AI guesses
- I focus on helping individuals, small business (LLC) owners, crypto investors/traders, and people in or close to retirement
- My tax planning fee is very reasonable and would include both 2025 & 2026 in the Basic 2-year plan, and include 2025-2028 in the 4-year plan
- All tax planning work must be done before September 20th, so contact me sooner rather than later if you want to secure a spot in my schedule – I only have a limited availability for tax plan work
Use my calendar link on my “Contact” page and set up a short 30-minute call with me to discuss your situation and see if this would be a win-win for us.
Tax Planning Client Success Stories:
- One client saved $6,600 in current taxes
- Another client saved almost $8,000 in current taxes with proper tax+retirement planning
- Another couple will be in a lower tax bracket during their retirement years, and save thousands from charitable tax planning
- Other couples will save somewhere from $1,200 to over $5,000 per year in current taxes
- One particular client will save over $18,000 during the first 3 years of her retirement in future taxes from just one major change in her plan
- And one very lucky couple will save over $105,000 in lifetime taxes based off my recommendations
- Do you want to see what amount in current and/or future taxes YOU could save?!
Thank you, have a wonderful day, and I look forward to speaking with you!