614-356-8647
taxplanningohio.com
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We believe these three goals must work in harmony to achieve the best results. Wouldn’t you agree? These services may benefit you regardless of whether you are a business owner, a W-2 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. At this time of year, many people are considering whether they should do their taxes themselves or perhaps change their tax preparer. If you are contemplating such a change, we would like to make a special limited-time introductory offer. Our team will prepare your 2025 tax return for one-half the fee you paid a professional preparer to prepare your 2024 tax return. If you prepared your 2024 tax return yourself, or used our services last year, we will prepare your 2024 federal, state, and local returns for $375. When that return is complete, we will also conduct a complimentary review to determine what, if any, changes could be made to reduce your future tax obligations. With a few exceptions, it’s too late to change your tax outcomes for this past
year, but if you want to get a jump start on THIS year’s savings, see us NOW. This is a limited-time introductory offer. We are proactive planners and not last- minute firefighters. To take advantage of this reduced rate offer, you only have to provide us with 15 minutes of your time and all information needed for your return by March 31st . With any request for us to file after March 31st, we will file for extensions and charge our standard rates. Is potentially saving thousands of dollars in taxes now and in the future a priority for you? If so, call us at 614.414.3616 to get started now.
P.S. As with all the services that we provide at Advocate Wealth Solutions and DuPont Law Group, 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 may, 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.
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