Case Study Number 1:
Asking the Right Questions Can Equal a Dramatic Tax Savings
A married couple with 2 full-time, professional jobs had a problem. The wife, a successful attorney, also was a budding entrepreneur with a growing side business. She wasn't sure if their jointly-filed taxes had been done as thoroughly as they could have been – was it possible there may have been opportunities for more deductions and tax savings? Were they paying too much? They knew they needed answers from an expert, answers they were NOT getting from their current accountant. They also knew if they never asked, they would possibly be losing thousands of dollars a year, that could be reinvested in the business, or used for other priorities.
After consulting with Na & Associates, CPA, this couple was thrilled to find out they could actually claim more deductions from the wife's side income and even change their filing status. By getting a second opinion from Na & Associates, they were able to keep significantly more of their money they were previously paying in taxes.
Case Study Number 2:
A Simple Idea Can Mean Big Savings
A self-employed consultant sought Na & Associates help in reviewing his current tax liability. As many self-employed individuals are, he was overwhelmed by the confusing tax codes and how they applied to his unique situation. After consulting with Elizabeth Na over the phone, her suggestion of ONE simple idea to implement into his tax plan saved this entrepreneur an incredible $720 last year. As he continues to use it, it will save him even more as time goes on.
All this from one phone call, one idea, and advice from an expert.
Case Study Number 3:
High Income Doesn't Have to Mean High Taxes
A high-powered executive at a well-known, large corporation with a six-figure income was having difficulty identifying what tax credits were permissible. His current tax bracket was laden with all kinds of liabilities, and he simply didn't know where to start. In addition, as a busy professional, he didn't have the time to try and figure it all out on his own. That's when he decided to call.
With careful review and a custom plan, Na & Associates showed him an IRS approved way to save an additional $1,000 on his taxes. This was after he thought he had exhausted all of his tax credits, deductions, and write-offs. To say the least, he was astonished and very grateful for this discovery.
Sometimes, just an extra-thorough review of your current tax situation, the kind you will receive from na & Associates, is all that's needed to identify sizable opportunities for savings.
