There’s a lot of chatter around Washington and the media (at least the media which cares about such things) about tax cuts, and whether or not the Trump administration is actually going to do anything of substance in this area.

And, of course, there’s talk about tax RAISES, alongside these cuts. Because, well, math. And politics.

But the fact of the matter is that we here at Hoboken Tax take a skeptical eye at chatter, and we try to live in the real world of what really is. And I suggest you do the same.

Which, of course, is why I’d love to get your answers to the following questions, so that YOU at least can have a little tax cut of your own.

Because 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 you haven’t already done so, would you send me your answers to these questions…? 

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>

Your answers to these questions 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: Friday, 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 your answers in my inbox soon.

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


Ryan Mitchell
(201) 266-0025