Get Started

Make this the year that you transform tax expenses to increased savings. Resolve to take action now to legally cut your tax obligation and put the savings to work building long-term wealth. If tax savings are not already a core part of your overall financial plan then let’s discuss a strategy that works specifically for you.

Please let me know how to reach you for a free consultation. I serve clients across the country by phone or Skype or can meet in person in the Philadelphia region. Your contact information is not shared with anyone.

Name

Email

Phone #

How can I help you?

2 thoughts on “Get Started

  1. Took interest in your comment/article on TonyNovak.com with regard to Pennsylvania’s aggressive treatment of unreimbursed business expenses and the 100% audit trigger. Question- have you seen any evidence that taking the deduction (and the subsequent audit) triggers the DOR to “look back” at prior returns and audit those as well?

    1. Hi Ed: No, I haven’t seen that look back to prior years.
      But it seems that the state’s effort was pretty effective. The preparers I chat with are scared to take the deduction now.

Leave a Reply

Your email address will not be published. Required fields are marked *