Welcome to BelmontTax.com
Jeffrey Anton Tax & Business Services is a full-service tax preparation firm serving clients in Belmont, San Carlos, Redwood City, San Mateo, Burlingame, Hillsborough , Atherton, Woodside,and other cities throughout the Peninsula, dedicated to providing our clients with professional, personalized services and guidance of financial and business needs.
I want to help you save money on your income taxes.What does it mean, “Save money on your income taxes?”
Many people think bigger, quicker refund.
Well, I say that’s a small part of it.
You save on taxes by planning properly, and reacting wisely to financial anxiety.
Here’s what you get at your first free meeting:
Review of your past and current tax situation
Discussion of ways to minimize taxes going forward
Warning signs that you may be facing financial anxiety.
Review of your past tax returns.
You get a second opinion of what your returns look like. It also helps me to figure out any areas of potential tax savings.
Your current tax situation could include answering questions such as:
Where is the best place to find the money to exercise stock options or stock purchase program shares?
How much should you save in your 401k, IRA, or SEP IRA?
If you’re in your own business, do you operate in the right business entity? Do you control how much you pay into Social Security? Do you maximize the deduction for insurance?
Are your beneficiary designations on financial accounts designed for the best tax strategy long into the future?
You’re thinking, “What does he mean by ‘financial anxiety?’”
Here’s what it means to you:
I try to convince you that when you encounter a strange situation regarding your money, your kneejerk reaction should be to pick up the phone or send me an email before you do anything.
When you’re my client, you’ve got somebody to call!
Doing taxes is typically a frustrating exercise which many people put off. Once you start working with us, we’ll input your 2012 returns into our system, so we can send you a 2013 tax organizer in January. That way, we’ll help you stay on track.. It’s easy to be on time when you are working with somebody who will remind you what you have to do.
We welcome any questions or comments you may have. Feel free to contact us at any time:
Please call for your free initial consultation.
Tax Advisory Hotline
Tax Advisory Hotline
Jeffrey Anton Tax & Business Services
540 Ralston Ave., Suite E
Belmont, California 94002
You can also send us a message directly through the Contact page of this website.