Now that extended returns have been filed, we set our gaze towards year-end around here, and on making sure that YOU are doing everything possible to ensure that your 2017 tax burden is as low as legally and ethically possible.

I did receive some feedback and questions about the Equifax information I sent, and I should clarify that while I’m not a specific expert in these matters, I’m glad that I could cut through that noise on your behalf.

Again, I encourage you to consider a credit freeze with all three bureaus for at least a year, unless you are applying for a new credit card, applying for a loan or mortgage, or switching cell phone carriers (where monthly credit is extended). In which case, the “unfreezing” process (or “thaw”, as it’s known) is still worth the hassle for the protection it provides.

But back to your 2017 taxes…

Let’s you and I make a plan for your 2017 taxes that will set you up for long-term success. In fact, there may be a few moves we can make that can help your tax hit NOW before we’re forced into “reaction mode” — which is the only mode out of which after-the-fact tax work can be done.

So, if at all possible, ~Contact.FirstName~, I’d like to change that paradigm for you by having you answer a few short questions for me

1) Have you had a significant change in your wage income this year?
<Put YOUR answer here in your email reply>

2) Have you taken capital gains or losses this year? Are you planning to?
<Put YOUR answer here in your email reply>

3) Did you start or sell a business this year?
BONUS QUESTION: Do you know anyone who did, that would like input on their tax situation?

<Put YOUR answer here in your email reply>

4) Did you purchase real estate?
<Put YOUR answer here in your email reply>

5) Did you make your full contributions to retirement accounts? 
<Put YOUR answer here in your email reply>

6) Have you considered a Roth IRA?
<Put YOUR answer here in your email reply>

7) Did you withdraw from retirement accounts, and for what purpose?
<Put YOUR answer here in your email reply>

**8) Have you sent your family and friends our way — and, if not, is there something which we can help you with, to make this easier?
<Put YOUR answer here in your email reply>

9) Are there any other tax or financial (or other) issues you think we should know about?
<Put YOUR answer here in your email reply>

Now — your answers to these questions form the “tip of the iceberg”, and they will help us to know which direction to take as we work with you over the next two months to prepare for year-end. With your permission, we’ll contact you back, as appropriate, and set up a time to discuss them further with you, whether by phone or other method.

In fact, if you move fast in your reply, you might qualify for this …

Special Final Quarter Offer
$50.00 Towards Tax Planning Strategy Session

Respond to this email to qualify for a special strategy session for how you are using your income, from a smart tax perspective. We’ll identify the BEST ways for you to maximize your wealth for the current year, so that we won’t just be “cleaning up” after the fact. Time to give yourself a raise, through smart and careful planning.

Deadline: October 27th, 2017
Limit: We will accept as many clients for these sessions who qualify and as we have capacity to meet with (or schedule) before this date.

Oh–and if you forward this email to a friend, we’ll extend this offer their way.

I hope to see you in here soon.

We’re just a phone call (or email) away: (201) 266-0025 


Ryan Mitchell
(201) 266-0025