Free Consultation

 free-consultation (1)

Individuals

We believe you should only work with the best tax professional based on your particular situation. The tax law is very broad and no one specializes in preparing every type of tax return. In order for you and us to make sure we are the best possible match, we offer a free consultation. During this time, our goal is to learn about you and your unique situation. Only then it will become apparent if we’re the best fit.

If this sounds fair to you please contact us to schedule your FREE consultation.

In general, we specialize in preparing personal and small business tax returns. We are very proficient with Child-Related Tax Credits, Earned Income Tax Credit or EITC, Educational Credits, Energy Efficient Credit, Rental Property or Sch. E, and Small Business or Sch. C

 

Business

Have us come to your place of business and educate your employees at absolutely no charge. We can conduct 15 minutes to an hour long talks at your office or break room.

This free service is aimed at helping employers add value to their company by providing extra education to their employees. Most importantly, our main goal is to teach your employees, members of our community, how they can keep more of their hard-earned money. After all, one’s primary concern should be how much it’s left after taxes. Because tax planning is an important aspect of our long-term financial goals, we go out and educate people how to fatten their wallets today and have thousands of dollars more by the time they retire.

Topics of our presentations can be customized to your specific needs. We can also address hot topics and general tax saving tips. We always leave enough time and make ourselves available to answer any specific questions your employees might have. Finally, everyone is encouraged to use our free consultation services throughout a year.

Most popular topics are:

  • How a short sale/foreclosure effects my taxes
  • How to retire tax-free or with little taxes
  • Ins and outs of 401k, IRA, Roth IRA, mutual funds
  • Schedule A vs. Standard deduction
  • Do I file joint or separate
  • What can I deduct and how much

Show your employees that you actually care. To use this FREE service contact us to schedule an appointment.

Please call

727-755-1065

or write at

goran@saintpetetax.com