2019/2020 Year-End Tax Planning Letter

2019/2020 Tax Planning Guide
Click Here to Download & Read Our Full 2019/2020 Year-End Tax Letter


Jonni Marie Fonseca, EA & Allan Boress, CPA
2019/2020 Year-End Tax Planning Letter

Dear Clients and Friends:

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 mission is to have our clients pay the least amount of taxes – legally.

This Tax Planning Letter includes updating you on things you should know and consider doing before the end of 2019 to save on taxes, and some ideas for 2020.

In 2019, from our internal surveys, @ 63% of self-prepared returns had errors and over 47% of other tax preparer’s returns had mistakes. In contrast, one of our tax returns has been returned by the IRS in the last 9 years.

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.

Executive Summary

Part 1: 14 Ideas for Immediate Tax Savings for YOU
Part 2: 13 Tax Planning and Savings Ideas for Your Business
Part 3: 7 Tax Planning and Savings Ideas for Your Investments
Part 4: 2 Warnings for Business Owners
Click Here to Download & Read Our Full 2018/2019 Year-End Tax Letter

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