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Ana Echeverri & Associates • June 1, 2023
Tax Season 2023 is Coming: How to Plan Ahead with a Professional

Why Work with an Expert in Tax Planning?


With so many moving parts to keep track of, tax planning can quickly feel like a full-time job.  Working with a tax specialist means you can rest assured that they will take care of all your tax planning concerns – so you can focus on running your business.

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When you work with Ana Echeverri and Associates tax services for all your tax planning needs, we will guide you through the process every step of the way.

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First off, we can meet with you every quarter.   We assess your financial position and use up-to-date and current numbers rather than historical bookkeeping records to perform a tax analysis.  Based on this information, we will provide strategies to reduce your taxes or change your tax liabilities during the year.   We also provide you with the estimated tax liabilities every quarter so that you can make estimated tax payments.   This helps you avoid being hit with a huge tax bill at the end of the tax year.

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Through this ongoing partnership, we help you reduce taxes and ensure you are well-prepared for tax season 2023.

Get Prepared for Tax Season 2023

There is no better time to prepare for next year’s tax season.  With still several months left in the tax year, this is a golden opportunity to get your books in order and start saving on taxes.  By reviewing your business's income, expenses, and cash flow, you can implement tax-saving strategies that will cut down your tax bill – but only if you act now.

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Interested in reducing your taxes for 2023?   Want to finish the year off strong with confidence in your business finances?

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Get your bookkeeping squared away for the year and uncover valuable tax-saving strategies you can implement immediately!



Spanish Version


¿Por qué trabajar con un experto en planificación fiscal?


Con tantas partes móviles para realizar un seguimiento, la planificación fiscal puede sentirse rápidamente como un trabajo de tiempo completo.  Trabajar con un especialista en impuestos significa que puede estar seguro de que se encargarán de todas sus inquietudes de planificación fiscal, para que pueda concentrarse en administrar su negocio.

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Cuando trabaje con los servicios de impuestos de Ana Echeverri y Asociados para todas sus necesidades de planificación tributaria, lo guiaremos a través del proceso en cada paso del camino.

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En primer lugar, podemos reunirnos con usted cada trimestre.  Evaluamos su posición financiera y utilizamos números actualizados y actuales en lugar de registros históricos de contabilidad para realizar un análisis fiscal.  Con base en esta información, proporcionaremos estrategias para reducir sus impuestos o cambiar sus obligaciones tributarias durante el año.  También le proporcionamos las obligaciones fiscales estimadas cada trimestre para que pueda realizar pagos de impuestos estimados.  Esto le ayuda a evitar ser golpeado con una enorme factura de impuestos al final del año fiscal.

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A través de esta asociación continua, lo ayudamos a reducir sus impuestos y asegurarnos de que esté bien preparado para la temporada de impuestos 2023.



Prepárate para la temporada de impuestos 2023

 

No hay mejor momento para prepararse para la temporada de impuestos del próximo año.  Con aún varios meses restantes en el año fiscal, esta es una oportunidad de oro para poner sus libros en orden y comenzar a ahorrar en impuestos.  Al revisar los ingresos, los gastos y el flujo de efectivo de su empresa, puede implementar estrategias de ahorro de impuestos que reducirán su factura de impuestos, pero solo si actúa ahora.

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¿Interesado en reducir sus impuestos para 2023?  ¿Quieres terminar el año fuerte con confianza en las finanzas de tu negocio?

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¡Ponga su contabilidad cuadrada para el año y descubra valiosas estrategias de ahorro de impuestos que puede implementar de inmediato!

Ana Echeverri

Ana Echeveri is a Certified QuickBooks ProAvisor Advanced Online
Ana Echeveri is a Certified QuickBooks ProAvisor Payroll

Certified QuickBooks ProAdvisor

Ana can help you set up and manage your QuickBooks online and on desktop. Having a streamlined chart of accounts and strategy for accounting will help you understand your company's ins and outs.

By Ana Echeverri December 5, 2024
Are you ready to maximize your tax refund this year? 🏦💰 It’s time to get money-savvy and make the most of tax season! Here are some tips to help you claim every dollar you’re entitled to: . 1. Organize Your Documents Early Keep track of receipts, tax forms (W-2, 1099, etc.), and deductions throughout the year. A little preparation goes a long way in reducing stress and uncovering savings. . 2. Maximize Your Deductions Did you know that job-related expenses, medical bills, and charitable donations might qualify as deductions? Itemizing could unlock hidden savings that the standard deduction might overlook. . 3. Don’t Forget About Tax Credits Credits like the Earned Income Tax Credit (EITC), Child Tax Credit, and education-related credits (like the American Opportunity Credit) can significantly increase your refund. These credits often provide dollar-for-dollar savings. . 4. Contribute to Your Retirement Account Contributions to an IRA or 401(k) not only secure your future but also offer immediate tax benefits. Plus, some contributions might be deductible even after December 31! . 5. File Early Filing early reduces the chance of tax fraud and helps you receive your refund faster. Don’t procrastinate; the IRS starts processing returns in January. . 6. Double-Check Everything Simple mistakes like incorrect Social Security numbers or missed signatures can delay your refund. Review your return carefully before submitting it. . Remember, every dollar counts! A little effort now can lead to a bigger refund later. . Stay smart with your taxes! Reach out to us today and experience the difference of working with seasoned professionals! . Office #: (407) 601-3157 Off. hours: Monday through Friday, from 9 A.M. to 5 P.M. Email address: Ana@AnaEcheverriAssociates.com . Website: https://www.anaecheverriassociates.com/ . >>> [HABLAMOS ESPAÑOL] <<< . #OrganizeYourTaxes #SafeTaxDocuments #TaxSeason2023 #EarlyTaxFiling #TaxRefundSeason #FinancialPlanning #TaxPreparation #IncomeTaxTips #EstimatedTax #SmallBusiness #TaxTips #SmallBusiness #TaxDeductions
By Ana Echeverri February 13, 2024
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