Tax Planning and Preparation At Financial Services Center, Inc., our primary focus has remained the same since we established our business. We use our knowledge of the latest tax regulations and the most current technology to reduce your year-end tax liability as much as possible. Tax preparation, however, is only part of what we do for our clients. In order to make sure you take advantage of all the tax benefits you are entitled to, we provide tax-planning services tailored for your own personal or business situation. There are many places where you can have your tax forms filled out at the end of the year, but we believe that our year-round service and on-going tax assistance is what keeps our clients returning to FSC. By designing a tax plan for you and evaluating how changes in tax rules or your own situation during the year may affect your tax liability we make actionable recommendations that keep your taxes at the lowest level possible. Whether you come to us as an individual, a corporation, partnership or LLC, you will receive the same level of personalized attention that begins with a one-on-one private consultation. For both tax preparation and tax planning, the purpose is to review your current situation and determine your goals. Ideally, it's best to begin tax planning early in the year, and continue monitoring your situation throughout the year, particularly if you are uncertain about your income, withholding requirements, or estimated tax payments. As an individual, you may receive a large raise or bonus. You might change your job, get married, have a child, consider retirement, or even come into an inheritance. As a business owner, there are equally complex issues that need to be examined throughout the year. There may be a significant change in your business income or expenses over the previous year. You may need to invest in equipment, a larger space, or may have grown to the point where you need to set up a more sophisticated employeebenefit program. For all your tax questions or concerns, our goal at FSC is to provide the highest level of service and qualified personnel who can advise you on the steps to take and how to take them in order to maximize your income and minimize your taxes. Please call, we can help. MLevy@FinSerCtr.com Ph.  845 - 876 - 1919 Fax: 845 - 876 - 0651 3944 Rte. 9G, Red Hook, NY 12571