Tax
Planning Workshop
This two-hour workshop
is designed to introduce participants to the United
States Federal Taxation System. The main topic to be discussed
will include
an in-depth examination of the IRS Form 1040; with an easy-to-follow
explanation of the 8 sections that comprise the 1040 Long-Form
used every April 15th. Other topics to be covered: The
4 Common Myths of Personal Income Tax, 5 Tax Planning Strategies
To Save You More Money Today, & The Most Important
Items That Will Help You Survive An IRS Audit.
Tax
Preparation Service
Matthew Barbis & Co. provides personalized
tax preparation services to all employees and family
members of each company
we service. Our services include a private, face-to-face
fact-finding meeting at your location, to gather necessary
data and documents to prepare your tax return. Important
tax planning concepts will be discussed as they relate to
each employee�s unique financial situation. Additionally,
we strive to extend our personalized service to include our
practice of delivering your completed return within 10 business
days (and all at a very reasonable price). Our goal is to
simplify your tax preparation experience by coming to you!
Tax
Planning
An important issue most commonly
overlooked when dealing with tax preparation is advanced
planning. All
tax events for each tax year cease on December 31st of the
prior year. By the time you are preparing your tax return
in February, it is usually too late to react to important
tax issues. Our tax planning sessions allow you to plan ahead,
before the December 31st deadline. These sessions include,
but are not limited to:
� Review of Federal & State Withholdings
� Evaluation of Estimated Payments
� Potential Exposure to Underpayment Penalties
� Adjustments to Pension Plan Additions
� Strategies to Reduce Future Income Tax Exposure
September
2003
