Income Taxes

Skillful Tax Preparation and Planning...
...Helping Minimize Your Tax Bill

While it's hard to imagine anyone purposely paying too much to the IRS or state, thousands of people needlessly overpay their taxes every year. Constantly changing tax laws and complex rules make it challenging for people to pay only what is truly required – and no more. We can help make sure you’re not one of them.

As a CPA, personal income tax planning is almost “second nature”. We will work with you throughout the year, not just when it’s time to prepare your return, to identify tax-saving approaches that apply to your situation. With careful attention and planning, money can be freed up for other financial goals.

You might be able to save taxes by:

• Restructuring your investment portfolio to produce a higher after-tax return.
• Properly allocating income to dependents who may be in a lower tax bracket.
• Claiming appropriate home office deductions.
• Maximizing qualified plan and IRA contributions.
• Identifying all the deductions that apply to your small business.

Your taxes represent one of your largest annual expenses, yet often little or no planning is done to minimize your tax bill. We incorporate tax planning throughout our financial planning process to save you money.

Contact us to discover tax planning concepts that apply to your situation and learn how much more money you could be keeping
for your future.

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DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.

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Scott Welikey, CPA, CFP®

Contact Us

“Financial planning is more than just investment returns. Providing you with the peace of mind to fully enjoy life is always our ultimate goal.”
 

Welikey Financial Planning, LLC
195 East Main Street
Smithtown, NY 11787
631-780-5469

Welikey Financial Planning E-mail