Can our team help you reduce your tax obligations now or in the future? I don’t know. Let’s find out. As we introduce the service to you, our family of clients, we are offering a free, no- obligation review of your tax returns to determine if we can save you any money now or in the future with your taxes. All you need to do to take advantage of this opportunity is to provide your most recent tax return and 30 minutes of your time. That’s it. Is it worth 30 minutes of your time to save potentially thousands of dollars in taxes now and in the future? If so, call us at 614-414-3616 to get started now.
shifts in your tax plan can lead to tremendous tax savings over your lifetime. As the inevitable tax changes occur in the upcoming years, these shifts are more important than ever. That is why I felt the need to step it up a notch to serve you in the future as we face these changes. One of the most important lessons I have learned from my years of preparing legal cases for trial is that an effective advocate does not need to be the expert on all areas. The effective advocates know who the experts are, and they know how to use those experts to build their client’s case. This is where Ohio Tax Advocates, Ltd. comes in. I have formed Ohio Tax Advocates, Ltd. as your portal to a carefully and meticulously vetted pool of tax-planning experts that are now part of your team, supporting a singular mission of providing you proactive tax planning services. These services may benefit you regardless of whether you are a business owner, a regular wage employee, or a retiree. I have found that there are almost always tax planning opportunities for anyone who pays tax — don’t let the fact that you get a refund hide the amount of taxes you have paid. Most people have no guidance on basic ways to manage their current and future tax liabilities. Most accountants, CPAs, and tax preparers do not have the time to spend with you on these tasks, and, in all honesty, they don’t have the time to focus on proactive tax planning due to the growing demands of tax return preparation and keeping up with the IRS changes. Furthermore, many of you do not even use a tax preparer and do it yourself. For the record, any tax planning advice built into these do-it-yourself programs is basic at best, misleading at worst. Proper proactive tax planning goes beyond such standard advice as “max out your 401(k)” and “contribute to an IRA.” Even though I have advanced training and 30 years of experience with tax planning, some of the situations that I’ve seen my selected set of experts put together have been eye-opening and have expanded my view of the possibilities.
P.S. As with all the services that we provide at DuPont Wealth Solutions and DuPont & Blumenstiel, our offers to you extend to your family and close friends as a courtesy to you. So, if you don’t think you will benefit from this offer but think you know someone who might, feel free to let us know, and we will treat them with the same level of expertise and care you have grown to expect from us.
P.P.S. Did you catch that this is a free, no‑obligation offer?
614-408-0004
www.DuPontWealth.com
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