DuPont Wealth - February 2019

If you haven’t gotten to your taxes yet, it may be time to call in the cavalry. Tax professionals can help you power through the clutter, confusion, and yes, the procrastination — all while saving you money. At least, that’s the hope. The truth is that not all tax consultants are created equal, so to make sure you get the most bang for your buck, you should hire a professional who matches your filing needs. “I’M JUST FILING THE 1040A.” A simple problem is best solved with a simple solution. If you’re filing one of these standard returns, it’s best to go to one of those “storefront” tax preparers. Usually linked to a national chain, these professionals will get the job done fast and cheap. However, having such a generalized professional on your team won’t help you if you get audited. “I’M SELF-EMPLOYED OR RETIRED.” If you are your own boss or withdraw from a retirement account, it never hurts to be extra careful that all of your tax paperwork is in order. Bringing on an “enrolled agent” is generally a good move to navigate these more complex returns. Enrolled agents are required to continue their education and stay abreast of all changes to the tax code — in fact, many of these agents are former employees of the IRS. While enrolled agents tend to be conservative when it comes to going after deductions, they excel at crafting airtight returns at a reasonable price. TAX CONSULTANTS


If you have complex assets, have a lien placed on property, or simply want to pursue deductions more aggressively,

consider hiring the big guns. Certified Public

Accountants (CPAs) charge more than your average tax professional but have the talent and expertise to justify the price tag. When your filling requires finesse and expertise, you want a CPA in your corner.

Regardless of the avenue you decide to take, remember to spend some time getting to know the professional behind the title. This means asking plenty of questions. If a consultant offers a consultation, ask how aggressively they pursue deductions, how their fees are calculated, and whether the person you speak with will actually prepare your return or pass it on to an assistant.



Inspired by Epicurious

This delicious tartare is the perfect healthy alternative to gut-busting game-day dips. Serve alongside your favorite chips or crackers for an appetizer that’s sure to impress.


1 8-ounce boneless, skinless salmon fillet

3/4 teaspoon fresh ginger, peeled and finely grated

• • •

1 tablespoon fresh lime juice

1 1/2 teaspoons fresh cilantro, minced 1 1/2 teaspoons fresh chives, minced

1/4 teaspoon lime zest 1/4 cup cucumber, seeded and finely diced

1 1/2 teaspoons jalapeno peppers, seeded and minced

1 1/2 teaspoons grapeseed or vegetable oil Salt and freshly ground pepper, to taste Crackers or chips, for serving

1 1/2 teaspoons shallots, minced


1. Place salmon in freezer for 20 minutes to make slicing easier. 2. Meanwhile, prepare other ingredients for mixing. 3. Thinly slice salmon into sheets and cut sheets into strips and strips into cubes. When finished, you should have 1/8-inch cubes. 4. In a mixing bowl, combine salmon with all other ingredients. Season with salt and pepper. 5. Garnish with chips or crackers and serve.

Wealth Solutions | Law Office | 3

Made with FlippingBook - professional solution for displaying marketing and sales documents online