Did you know—your house is not the biggest expense of your lifetime. Neither is college for your kids. The biggest expense you’ll ever face is income taxes. And the minute you start thinking about income taxes as an expense—rather than just a fact of life—is the moment you’ll change your thinking about how you approach your taxes.
Did you also know that 75% of Americans overpay their taxes each year. Depending on the year that can be over 100,000,000 taxpayers so the chances are pretty good that you are one of them.
Check out our coupon to the right and see how our offers may be able to help you save or even find some money.
Second opinions – when it comes to our health we often seek out a second opinion and it should be no different with our money. Here is what a lot of people don’t know about their tax return: The IRS allows you to claim a refund up to 3 years from the date of your original return. At Gilman Ciocia, we offer a free review of your previous three years’ tax returns and you only get charged if we prepare a corrected or amended return.
You’re not alone. Schedule an appointment online at the Gilman Ciocia office closest to you today!Click here to schedule an appointment online today
For 2010 and beyond, the $100,000 modified adjusted gross income (AGI) limit on converting a traditional IRA to a Roth IRA has been eliminated.
That means you can convert any traditional IRA into a Roth IRA in 2010 regardless of your AGI and pay all of the taxes in 2010 or split the payment between 2011 and 2012. Make sure to speak with a Gilman Ciocia tax advisor regarding Roth IRA conversion opportunities and whether a Roth or Stretch IRA is right for you. Call 1-800-TAX-TEAM to find an advisor near you.
“If you don't have a plan for yourself, you'll be part of someone else's”
The wealthiest figured out long ago that the key to building and sustaining their wealth was passing it on to the next generation. Today, more than ever, this is true. The difference is that wealth management isn’t solely reserved for the wealthy.
With Gilman Ciocia, you’ll have an entire team focused on your financial future. That’s right – an entire team – focused on implementing a sound, well thought out financial strategy to minimize your tax liabilities, maximize your investment returns and protect your families’ financial security.
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* First time clients only. For preparation of basic 1040 and state returns. Not to be combined with any other offer. Non-negotiable. No cash value.