2015 Year-End Tax Letter

Dear Clients and Friends:

As always, thank you for trusting us with your taxes. If you are new to us, we can only promise to treat your taxes – and finances – as our own. That’s why we don’t let anything out of the office that hasn’t been prepared and reviewed multiple times – to make sure you pay the least amount of tax – legally.

Our Mission

Our clients need to know that we have given their tax return our best work. It is a matter of pride and gratitude that our clients do not overpay their taxes.

What this Letter is

Our commitment to you includes updating you on things you should know and consider doing before the end of 2015 to save on taxes, and some ideas for 2016. In 2015, from our own internal surveys, @ 87% of self-prepared returns had errors, and over 62% of other tax preparer’s returns had errors. None of our tax returns have been returned by the IRS in the last 4 years.

Executive Summary

Part 1: Overview of Tax Changes in 2015
Part 2: Tax Planning and Savings Ideas for You
Part 3: Tax Planning and Savings Ideas for Your Business
Part 4: Tax Planning and Savings Ideas for Your Investments

But, that’s not the worst of it. Often we see returns prepared by other tax professionals that also miss deductions or tax credits and it costs the taxpayer unnecessary tax dollars (because it isn’t the preparer’s money – it is yours). Not
us – we fight for our clients. That’s another reason we prepare and review our clients’ tax returns multiple times: to make sure you get every $ in tax benefits coming to you.

Click here to download the full 2015 Year-End Tax Letter

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Lake County Office
465 Plaza Drive
Eustis, FL 32726
(352) 589-6444

Lorman Distinguished Faculty Member